Next Presentation: Presenter: Arthur Tabachneck

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SAS Customer Value Award (2009), SAS-L Hall of Fame (2011), SAS Circle of Excellence (2012) and, in 2013, was

1 Next Presentation: Presenter: Arthur Tabachneck Art holds a PhD from Michigan State University, has been a SAS user since 1974, is president of the Toronto Area SAS Society and has received such recognitions as the SAS Customer Value Award (2009), SAS-L Hall of Fame (2011), SAS Circle of Excellence (2012) and, in 2013, was recognized as being the first SAS user to have been awarded more than 10,000 points on the SAS Discussion Forums

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3 SAS Global Forum 2014 March Washington, DC Arthur Tabachneck Thornhill, ON Canada Tom Abernathy New York, NY Matt Kastin Penn Valley, PA

4 Question How many of you are able to export SAS datasets to Excel using PROC EXPORT? 4

5 If your answer was "YES" Would you like to automate the process to be a point-and-click menu option? and Would you like to be able to: include or exclude the variable name row export a table starting at a specific cell add a table to an existing worksheet copy a file to your system's clipboard 5

6 Regardless of whether you answered YES or NO Would you like to be able to export SAS datasets to Excel, without needing SAS/Access for PC File Formats, have the same options as mentioned on the previous slide, AND be able to automate the process to be a point-and-click menu option? 6

7 and, of course, in ways that appear to accomplish the tasks almost automagically 7

8 what the solution looks like Right click on a dataset name in the SAS Explorer window 8

9 Then select the desired Action (i.e., press hot key (E) or point and left-click) 9

10 The Workbook will automagically be created 10

11 how to get those capabilities Left-click anywhere in the SAS Explorer Window 11

12 how to get those capabilities Left-click on Tools, move your mouse to Options Explorer 12

13 how to get those capabilities Left-click on Members 13

14 how to get those capabilities Then double left-click on Table 14

15 how to get those capabilities left-click on Add and an Add Action screen will appear 15

16 how to get those capabilities Type the text you want to add to the menu &Export to Excel Action: &Export to Excel It will appear on the menu as: Export to Excel Note: You can make one character a hotkey by preceding it with an ampersand 16

17 how to get those capabilities Left click in the Action Command box &Export to Excel 17

18 some key points about the Action Command Action Commands only accept up to 255 characters The 255 character limitation can be circumvented by submitting a macro % has a special meaning in Action Commands thus, if you need to use a % (e.g., to call a macro), use two %s When using gsubmit in an Action Command, everything between the two single quotes will be submitted When a SAS dataset is selected %8b and %32b can be used to refer to the libname and filename, respectively SAS Explorer comes with a built-in action called Copy Contents to Clipboard, but it creates an HTML file, contains some possibly undesired headers, shading and borders and runs times slower than the methods we've proposed 18

19 our paper presents a SAS macro: %exportxl the macro can produce 7 different actions, dependent upon how it is called. Action #1: &Export to Excel gsubmit '%%exportxl(%8b,%32b,p,yes,no)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,p,yes,no)'; runs proc export* on the dataset, creating an Excel workbook in the directory * requires SAS/Access for PC File Formats 19

20 after you have entered the action command click on OK to exit the Add Action screen &Export to Excel gsubmit '%%exportxl(%8b,%32b,p,yes)'; 20

21 then, click on OK to exit the Table Options screen 21

22 Once you have completed those steps whenever you right click on a file in the SAS Explorer window, and select the action: 22

23 The Workbook will automagically be created 23

24 the other six action commands: Action #2 Export to Excel with Variable &Names gsubmit '%%exportxl(%8b,%32b,s,yes,no)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,s,yes,no)'; produces an Excel workbook that will include variable names in the first row Note: Outcomes 2-7 only require base SAS 24

25 the other six action commands: Action #3 Export to Excel &Range with Variable Names gsubmit '%%exportxl(%8b,%32b,s,yes,yes)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,s,yes,yes)'; produces an Excel workbook that will include variable names and let you indicate the upper left cell where the table should begin 25

26 the other six action commands: Action #4 Export to Excel w/&o Variable Names gsubmit '%%exportxl(%8b,%32b,s,no.no)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,s,no,no)'; produces an Excel workbook that will not include variable names in the first row 26

27 the other six action commands: Action #5 Export to Excel Range w/o Variable Names gsubmit '%%exportxl(%8b,%32b,s,no.yes)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,s,no,yes)'; produces an Excel workbook (excluding variable names) and will let you indicate the upper left cell where the table should begin 27

28 the other six action commands: Action #6 E &xport to Clipboard with variable names gsubmit '%%exportxl(%8b,%32b,c,yes,no)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,c,yes,no)'; copies the dataset (with variable names) to your clipboard so that you can paste it into another program 28

29 the other six action commands: Action #7 &Export to Clipboard w/o Variable Names gsubmit '%%exportxl(%8b,%32b,c,no,no)'; libnm filenm type usenames range Action Command gsubmit '%%exportxl(%8b,%32b,c,no,no)'; copies the dataset (without variable names) to your clipboard so that you can paste it into another program 29

30 if you use one of the Actions with range=yes* the following screen will appear when you select the action enter the upper left cell where the range should begin and then press your <enter> key *Note: not applicable to Action #1 as proc export doesn't support outputting to a range 30

31 and, if you use Actions 2-5 if the workbook already exists, a screen like the following will appear i.e., the program will ask you whether it should, or shouldn't, replace the existing file 31

32 where to get the macro Copy the SAS program from: Save the file as exportxl.sas in a directory that exists in your SASAUTOS* path * see: 32

33 how the macro works %8b %32b C for Clipboard %macro exportxl(libnm,filenm,type,usenames,range); libnm type range %let filepath=%sysfunc(pathname(&libnm.)); %if &type. eq P %then %do; include row with proc export variable names data=&libnm..&filenm. YES NO outfile= "&filepath.\&filenm..xlsx" dbms=xlsx replace; run; %end; P for Proc Export S for vbs script whether table should be written to a range YES NO 33

34 how the macro works %macro exportxl(libnm,filenm,type,usenames); %let filepath=%sysfunc(pathname(&libnm.)); %if &type. eq P %then %do; proc export data=&libnm..&filenm. outfile= "&filepath.\&filenm..xlsx" dbms=xlsx replace; run; %end; 34

35 how the macro works %else %do; proc fcmp outlib=work.func.util; function c2cb(lib $,mem $, usenm $); rc=filename('clippy',' ','clipbrd'); if rc ne 0 then return(1); fid=fopen('clippy','o',0,'v'); if fid eq 0 then do; rc = filename( 'clippy' ); return(2); end; dsid=open(catx('.',lib,mem)); if dsid eq 0 then do; rc=fclose(fid); rc=filename('clippy'); return(3); end; 35

36 how the macro works %else %do; proc fcmp outlib=work.func.util; function c2cb(lib $,mem $, usenm $); rc=filename('clippy',' ','clipbrd'); if rc ne 0 then return(1); fid=fopen('clippy','o',0,'v'); if fid eq 0 then do; rc = filename( 'clippy' ); return(2); end; dsid=open(catx('.',lib,mem)); if dsid eq 0 then do; rc=fclose(fid); rc=filename('clippy'); return(3); end; Open the clipbrd so that we can write to it 36

37 how the macro works %else %do; proc fcmp outlib=work.func.util; function c2cb(lib $,mem $, usenm $); rc=filename('clippy',' ','clipbrd'); if rc ne 0 then return(1); fid=fopen('clippy','o',0,'v'); if fid eq 0 then do; rc = filename( 'clippy' ); return(2); end; dsid=open(catx('.',lib,mem)); if dsid eq 0 then do; rc=fclose(fid); rc=filename('clippy'); return(3); end; Open the SAS dataset so that we can read it 37

38 how the macro works nvar=attrn(dsid,'nvar'); array v[1] /nosymbols; call dynamic_array(v,nvar); do i = 1 to nvar; v[i]=ifn( vartype(dsid,i)='c',1,2); if usenm eq 'YES' then do; if i gt 1 then rc=fput(fid,'09'x); rc=fput(fid,varname(dsid,i)); end; end; if usenm eq 'YES' then rc=fwrite(fid); do i=1 to attrn(dsid,'nlobs'); rc=fetchobs(dsid,i); do j=1 to nvar; if j gt 1 then rc=fput(fid,'09'x); if (v[j] eq 1) then rc=fput(fid, getvarc(dsid,j)); else do; fmt=varfmt(dsid,j) ; if missing(fmt) then fmt='best12.'; Get number of variables and declare array rc=fput(fid,putc(putn(getvarn(dsid,j),fmt),'$char12.')); end; end; rc=fwrite(fid); end; 38

39 how the macro works nvar=attrn(dsid,'nvar'); array v[1] /nosymbols; call dynamic_array(v,nvar); do i = 1 to nvar; v[i]=ifn( vartype(dsid,i)='c',1,2); if usenm eq 'YES' then do; if i gt 1 then rc=fput(fid,'09'x); rc=fput(fid,varname(dsid,i)); end; end; if usenm eq 'YES' then rc=fwrite(fid); do i=1 to attrn(dsid,'nlobs'); rc=fetchobs(dsid,i); do j=1 to nvar; if j gt 1 then rc=fput(fid,'09'x); if (v[j] eq 1) then rc=fput(fid, getvarc(dsid,j)); else do; fmt=varfmt(dsid,j) ; if missing(fmt) then fmt='best12.'; Assign values to array based on variable type Assign variable names rc=fput(fid,putc(putn(getvarn(dsid,j),fmt),'$char12.')); end; end; rc=fwrite(fid); end; 39

40 how the macro works nvar=attrn(dsid,'nvar'); array v[1] /nosymbols; call dynamic_array(v,nvar); do i = 1 to nvar; v[i]=ifn( vartype(dsid,i)='c',1,2); if usenm eq 'YES' then do; if i gt 1 then rc=fput(fid,'09'x); rc=fput(fid,varname(dsid,i)); end; end; if usenm eq 'YES' then rc=fwrite(fid); do i=1 to attrn(dsid,'nlobs'); rc=fetchobs(dsid,i); do j=1 to nvar; if j gt 1 then rc=fput(fid,'09'x); if (v[j] eq 1) then rc=fput(fid, getvarc(dsid,j)); else do; fmt=varfmt(dsid,j) ; if missing(fmt) then fmt='best12.'; Write variable names rc=fput(fid,putc(putn(getvarn(dsid,j),fmt),'$char12.')); end; end; rc=fwrite(fid); end; 40

41 how the macro works nvar=attrn(dsid,'nvar'); array v[1] /nosymbols; call dynamic_array(v,nvar); do i = 1 to nvar; v[i]=ifn( vartype(dsid,i)='c',1,2); if usenm eq 'YES' then do; if i gt 1 then rc=fput(fid,'09'x); rc=fput(fid,varname(dsid,i)); end; end; if usenm eq 'YES' then rc=fwrite(fid); do i=1 to attrn(dsid,'nlobs'); rc=fetchobs(dsid,i); do j=1 to nvar; if j gt 1 then rc=fput(fid,'09'x); if (v[j] eq 1) then rc=fput(fid, getvarc(dsid,j)); else do; fmt=varfmt(dsid,j) ; if missing(fmt) then fmt='best12.'; rc=fput(fid,putc(putn(getvarn(dsid,j),fmt),'$char12.')); end; end; rc=fwrite(fid); end; Get data and formats and write tab-delimited records 41

42 how the macro works rc=fclose(fid); rc=close(dsid); rc=filename('clippy'); return(0); endsub; quit; Cleanup %local cmplib; %let cmplib=%sysfunc(getoption(cmplib)); options cmplib=(work.func); %put %sysfunc(c2cb(&libnm,&filenm,&usenames)) ; options cmplib=(&cmplib); 42

43 how the macro works rc=fclose(fid); rc=close(dsid); rc=filename('clippy'); return(0); endsub; quit; Get options Run Function Reset Options %local cmplib; %let cmplib=%sysfunc(getoption(cmplib)); options cmplib=(work.func); %put %sysfunc(c2cb(&libnm,&filenm,&usenames)) ; options cmplib=(&cmplib); 43

44 how the macro works %if &range. eq YES %then %do; data _null_; window range rows=8 columns=80 irow=1 icolumn=2 color=black Display window to let users identify range 'Enter the upper left cell where range should begin (e.g. D5): ' color=gray range $8. required=yes attr=underline color=yellow; DISPLAY range blank; call symput('range',range); stop; run; %end; %else %do; %let range=a1; %end; 44

45 how the macro works %if &range. eq YES %then %do; data _null_; window range rows=8 columns=80 irow=1 icolumn=2 color=black 'Enter the upper left cell where range should begin (e.g. D5): ' color=gray range $8. required=yes attr=underline color=yellow; DISPLAY range blank; call symput('range',range); stop; run; %end; %else %do; %let range=a1; %end; Otherwise, set default range 45

46 how the macro works %if &type. eq S %then %do; data _null_; length script filevar $256; If type eq S then create a VBS script called PasteIt.vbs script = catx('\',pathname('work'),'pasteit.vbs'); filevar = script; script="'" 'cscript "' trim(script) '"' "'"; call symput('script',script); file dummy1 filevar=filevar recfm=v lrecl=512; put 'Dim objexcel'; put 'Dim Newbook'; put 'Set objexcel = CreateObject("Excel.Application")'; put 'Set Newbook = objexcel.workbooks.add()'; put 'objexcel.visible = True'; Script='Newbook.Sheets("Sheet1").Range("' "&Range." '").Activate'; put script; put 'Newbook.Sheets("Sheet1").Paste'; put 'Newbook.Sheets("Sheet1").Select'; put 'Newbook.Sheets("Sheet1").Name = "'@; put "&filenm."@; put '"'; 46

47 how the macro works %if &type. eq S %then %do; data _null_; length script filevar $256; script = catx('\',pathname('work'),'pasteit.vbs'); filevar = script; script="'" 'cscript "' trim(script) '"' "'"; Add a worksheet, call symput('script',script); make it the active sheet file dummy1 filevar=filevar recfm=v paste lrecl=512; the clipboard, put 'Dim objexcel'; put 'Dim Newbook'; and assign sheet name put 'Set objexcel = CreateObject("Excel.Application")'; put 'Set Newbook = objexcel.workbooks.add()'; put 'objexcel.visible = True'; Script='Newbook.Sheets("Sheet1").Range("' "&Range." '").Activate'; put script; put 'Newbook.Sheets("Sheet1").Paste'; put 'Newbook.Sheets("Sheet1").Select'; put 'Newbook.Sheets("Sheet1").Name = "'@; put "&filenm."@; put '"'; 47

48 how the macro works put put put '")'; put "Newbook.Close"; put 'objexcel = Nothing'; put 'Newbook = Nothing'; script="'" 'cscript "' trim(script) '"' "'"; call symput('script',script); run; data _null_; call system(&script.); run; %end; %end; %mend exportxl; Save and close the workbook 48

49 how the macro works put put put '")'; put "Newbook.Close"; put 'objexcel = Nothing'; put 'Newbook = Nothing'; script="'" 'cscript "' trim(script) '"' "'"; call symput('script',script); run; data _null_; call system(&script.); run; %end; %end; %mend exportxl; Cleanup and write command line to macro variable &script 49

50 how the macro works put put put '")'; put "Newbook.Close"; put 'objexcel = Nothing'; put 'Newbook = Nothing'; script="'" 'cscript "' trim(script) '"' "'"; call symput('script',script); run; data _null_; call system(&script.); run; %end; %end; %mend exportxl; Run the VBS script 50

51 summary of what I just presented: What the ExportXL macro is and where you can download it How the macro works How you can create Action Commands in the SAS Explorer window How you can set up Action Commands to call the macro to accomplish things that you can't do with proc export 51

52 and, if you want, you can use the same method to add all of your repeated tasks to the SAS Explorer menu Export to Excel Copy Variable Names to Clipboard Run Proc Contents Get descriptive statistics Show all correlations Run Proc Means Print bar charts Run Proc Freq 52

54 Your comments and questions are valued and encouraged Contact the Authors Arthur Tabachneck, Ph.D. myqna, Inc. Thornhill, ON Tom Abernathy Pfizer, Inc. New York, NY Matt Kastin I-Behavior, Inc. Penn Valley, PA

A Poor/Rich SAS User s Proc Export

Paper 1793-2014 A Poor/Rich SAS User s Proc Export Arthur S. Tabachneck, Ph.D., myqna, Inc., Thornhill, Ontario Canada Tom Abernathy, Pfizer, Inc., New York, NY Matthew Kastin, I-Behavior, Inc., Penn Valley,