SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop

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1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop SAS Australia and New Zealand V2.1

2 1-2 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 1.1 Introduction to SAS Enterprise Guide and Add-In for Microsoft Office Developing Processes with SAS Enterprise Guide Demonstration: Navigating the SAS Enterprise Guide Workspace Demonstration: Querying Data Demonstration: Create a profit report Sharing Content with SAS Add-In for Microsoft Office Demonstration: Creating a Report with the Summary Table Task Demonstration: Creating a Graph in Microsoft PowerPoint

3 1.1 Introduction to SAS Enterprise Guide and Add-In for Microsoft Office 1-3 1.1 Introduction to SAS Enterprise Guide and Add-In for Microsoft Office Copy r i ght 2015, SAS I nsti tute I nc.

3 3 1.1 Introduction to SAS Enterprise Guide and Add-In for Microsoft Office Introduction to SAS Enterprise Guide and Add-In for Microsoft Office Copy r i ght 2015, SAS I nsti tute I nc. All r i ghts r eser ved. Why Modernise to SAS Enterprise Guide and Add-In for Microsoft Office? SAS Enterprise Guide and Add-In for Microsoft Office provide transparent access to the power of SAS for data access, reporting, and analytics. Explore Integrate Collaborate 3 Traditionally organisations used Base SAS or the Windowing Environment to write and submit SAS code. Data was extracted from a warehouse and various versions were stored locally and dumped into other software products such as Excel for further manipulation. There were many repetitive processes and everyone had to understand SAS code well or put in a request for some work to be completed. Moving to SAS Enterprise Guide and Add-In for Microsoft Office will expose you to an easier way of working to make your day to day work more efficient. These newer interfaces open up more capability to allow all users to access the power of SAS faster, improve efficiency and have more time for in depth analysis and smarts.

SAS Enterprise Guide provides the following functionality: transparent access to SAS and other types of data interactive tasks and wizards for reporting and analysis programming interface to write

4 1-4 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop Copy r i ght 2015, SAS I nsti tute I nc. All r i ghts r eser ved. SAS Enterprise Guide SAS Enterprise Guide provides an intuitive, visual interface to the power of SAS. SAS Enterprise Guide provides the following functionality: transparent access to SAS and other types of data interactive tasks and wizards for reporting and analysis programming interface to write and edit SAS programs the ability to export results to other applications and to the web SAS Enterprise Guide 4 Copy r i ght 2015, SAS I nsti tute I nc. All r i ghts r eser ved. SAS Add-In for Microsoft Office The SAS Add-In for Microsoft Office provides access to SAS functionality in several Office products. The SAS add-in enables you to view and interact with SAS tables and SAS Stored Processes. You can also use SAS tasks and wizards to analyze data sources and create reports. SAS Add-In for Microsoft Office 5

5 1.1 Introduction to SAS Enterprise Guide and Add-In for Microsoft Office 1-5 Copy r i ght 2015, SAS I nsti tute I nc. All r i ghts r eser ved. SAS Tasks, Wizards and Stored Processes Tasks Wizards Stored Process Provide a point-and-click interface to a specific type of analysis or report that you can perform against data. Provide a quick step-by-step mechanism for accessing several of the SAS tasks by surfacing a limited number of options. A special type of SAS program to enable you to run a SAS program and view the results in many different types of SAS applications. Stored processes consist of SAS program code and a metadata definition. 6 Although these generate SAS code behind the scenes, you do not need to understand SAS programming to use them.

6 1-6 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 1.2 Developing Processes with SAS Enterprise Guide

7 1.2 Developing Processes with SAS Enterprise Guide 1-7 Navigating the SAS Enterprise Guide Workspace Start Enterprise Guide and begin to build a project. Add a dataset and explore the data. 1. Open Enterprise Guide and select New Project. 2. Enterprise Guide displays three main windows by default: Project Tree Process Flow Resources Pane (The server list is active.) 3. Insert the existing Customers SAS data set by selecting File Open Data. 4. Navigate to Servers Local Files D:\Workshop\egamo and select Customer_dim Open. A shortcut to the data set is added to the project tree and the process flow. By default, a snapshot of a few rows of the data appears in the data grid in the workspace.

With the Customer_dim data set open in the data grid, select Describe Characterize Data. 6.

8 1-8 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 5. After a data source is added to the project, you can use it for analysis and reporting. With the Customer_dim data set open in the data grid, select Describe Characterize Data. 6. The Characterize Data task is in a wizard format that enables you to go through each of the three steps and modify any options. Select Next. 7. In Step 2, clear the check boxes for Graphs and SAS Data Sets. 8. Select Next.

1.2 Developing Processes with SAS Enterprise Guide 1-9 9.

Select Finish to run the task and view the results.

9 1.2 Developing Processes with SAS Enterprise Guide In Step 3, limit the number of unique categorical values by typing Select Finish to run the task and view the results. The output includes frequency counts for character columns and summary statistics for numeric columns. Take note of values for Customer_Gender, Customer_Age_Group and Customer_Country. These are the variables that we will subset on. Partial Output

10 1-10 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 11. Click on the toolbar to view the contents of the current project. The Characterize Data task was added in the project tree and process flow, and linked to the Customer_dim data set.

11 1.2 Developing Processes with SAS Enterprise Guide 1-11 Querying Data Use the Query Builder to create a new table called CustomerProfit by joining the Customer data with Order data. We also want to: filter rows to only display internet customers on the new dataset (Order_Type = 3) select columns that should appear in the new dataset compute a new column called Profit, by subtracting the cost from retail price sort rows on profit from highest to lowest 1. Right-click the Customer_dim table and select Query Builder. 2. In the Query Name field, enter Profit Query. 3. Select Change next to the Output name field. Notice that, by default, the new table is saved in the Work (temporary) library. 4. Select Servers Local SASUSER and enter CustomerProfit in the File name field. Select Save.

$Select Add Tables. Navigate to Servers Local Files D:\Workshop\egamo and select Order_Fact Open to add the SAS data set to the query. This also adds the data set to the project. 6.$ Select Join Tables to verify the join properties. Confirm that the join type is on Customer_ID. Select Close.

Select Join Tables to verify the join properties. Confirm that the join type is on Customer_ID. Select Close.

12 1-12 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop To verify the LIBREF associated with a library, right click the library and select Properties. 5. Select Add Tables. Navigate to Servers Local Files D:\Workshop\egamo and select Order_Fact Open to add the SAS data set to the query. This also adds the data set to the project. 6. Select Join Tables to verify the join properties. Confirm that the join type is on Customer_ID. Select Close. The Inner Join will only return data for customers who ordered products (Customer IDs that appear on both tables). 7. To add all columns from the Customer_dim table to the query, select the t1 (CUSTOMER_DIM) icon and drag it onto the Select Data tab. 8. To add all columns from the Order_fact table to the query, select the t2 (ORDER_FACT) icon and drag it onto the Select Data tab.

1.2 Developing Processes with SAS Enterprise Guide 1-13 9.

dataset. To get rid of Customer_ID1, select Customer_ID1 and click Delete. 10.

To create a new column that calculates the profit, click Computed Columns New Advanced Expression Next. 11.

13 1.2 Developing Processes with SAS Enterprise Guide Customer_ID appears on both datasets and will be renamed automatically to Customer_ID1 on the new CustomerProfit dataset. To get rid of Customer_ID1, select Customer_ID1 and click Delete. 10. Profit doesn t appear on the existing datasets and has to be created by subtracting cost from retail price. To create a new column that calculates the profit, click Computed Columns New Advanced Expression Next. 11. In step 2, expand the t2 (ORDER_FACT) table. Enter the following expression by clicking on the variables and operators or typing it t2.total_retail_price ( t2.quantity * t2.costprice_per_unit ) Click Validate to verify the syntax and click Close Next.

1-14 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 12. In step 3: Enter Profit in the Column Name field Profit in the Label field.

14 1-14 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 12. In step 3: Enter Profit in the Column Name field Profit in the Label field. Select Change against the Format field Select Currency under Categories and DOLLARw.d under Formats. Increase the overall width to 10 and the decimal places to 2. Select OK. 13. Click Next to view the computed column summary. Then click Finish Close.

1.2 Developing Processes with SAS Enterprise Guide 1-15 14.

Drag Order_Type onto the Filter Data tab.

15 1.2 Developing Processes with SAS Enterprise Guide To only have rows representing internet purchases (Order_Type = 3) Select the Filter Data tab. Drag Order_Type onto the Filter Data tab. In the New Filter window, ensure the operator is Equal to and enter 3 in the Value field. Click Next Finish. 15. To emphasize the orders with the highest profit, Select the Sort Data tab Drag Profit into the tab area. Change the Sort Direction field to Descending.

16 1-16 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 16. Click Run to execute the query and verify the results. Partial Results (15 of 108,570 rows)

17 1.2 Developing Processes with SAS Enterprise Guide 1-17 Create a profit report Continue with the same project. Use the List Report Task to create a report of profit made on all female internet customers in South Africa between the ages of 15 and 45. Group report by customer name 17. Double click on CustomerProfit dataset to open in the data grid. Select Describe List Data to open the List Data window 18. To apply filters to the data, click on Edit next to Data source:. We want to display profit made on Females (Customer_Gender) from South Africa (Customer_country) between ages of 15 and 45 (Customer_Age OR Customer_Age_Group)

1-18 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 19. Under Task filter, apply the following filters and select OK.

18 1-18 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 19. Under Task filter, apply the following filters and select OK. Use AND as operator and not OR, as all criteria should be true in order for rows to be selected 20. Add the following variables to the List variables role: Customer_Age Order_Date Total_Retail_Price Profit These are the variables that will be displayed on your report. Variables will be displayed in the order they appear on your List Variable Task role. 21. Add Customer_Name to Group analysis by role. This will group customer transactions together and sort Customer_Name in ascending order by default. 22. Add Profit to the Total of role. This will create a subtotal for each customer, as well as a total for all customers that meet criteria South African female internet customers between the ages of 15 and Add Customer_Name to Identifying label role. This will add the Customer_Name as the first column, although it s not listed under List variables role.

1.2 Developing Processes with SAS Enterprise Guide 1-19

default text, delete Report Listing and type Profit

19 1.2 Developing Processes with SAS Enterprise Guide Select Titles, then Report Titles, deselect Use default text, delete Report Listing and type Profit Report - Female Customers in South Africa Ages: Select Run.

20 1-20 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop Partial Output 26. Select Export Export SAS Report List Data As A Step In Project

1.2 Developing Processes with SAS Enterprise Guide 1-21 27. Select Next twice to proceed to Step 3. 28.

21 1.2 Developing Processes with SAS Enterprise Guide Select Next twice to proceed to Step Select Browse next to Output File: to change location that report will be saved to. 29. Select Desktop and type Profit Report SA Females as the File Name Save 30. Next Finish 31. Close Enterprise Guide and Save project on Desktop as HOW Project

22 1-22 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 1.3 Sharing Content with SAS Add-In for Microsoft Office

1.3 Sharing Content with SAS Add-In for Microsoft Office 1-23 Creating a Report with the Summary Table Task Use the Summary Tables wizard to create a custom report in Excel that will update

23 1.3 Sharing Content with SAS Add-In for Microsoft Office 1-23 Creating a Report with the Summary Table Task Use the Summary Tables wizard to create a custom report in Excel that will update automatically when opened. Also view previously created Profit Report in Excel. 1. Open Windows Excel. At the top of the new blank workbook, select SAS tab Tasks then select Summary Tables Wizard from the Tasks list. Tasks will appear in alphabetical order. 2. The Choose Data window will appear. Select External SAS Data Browse Servers Local SASHELP ORSALES Open. Then Select OK.

1-24 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 3. Click Next to advance to Step 2. 4. Select Add Profit to assign the Analysis variable.

Use the drop down for Analysis variable labels and select hidden. 7. Select the Browse button for Select table format and select Currency DOLLARw.d. Increase the width to 15 and decimal places to 2.

24 1-24 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 3. Click Next to advance to Step Select Add Profit to assign the Analysis variable. Select Add Profit again to assign the Analysis variable a second time. 5. Change the first Statistic to Average and ensure the second statistic is Sum. 6. Use the drop down for Analysis variable labels and select hidden. 7. Select the Browse button for Select table format and select Currency DOLLARw.d. Increase the width to 15 and decimal places to 2. Select OK. 8. Select Next. In Step 3, classification variables are assigned to define the rows and columns of the table. 9. Select Add Year in the Columns pane. Select Add Product_Line in the Rows pane. Select Add Product_Category in the Rows pane.

1.3 Sharing Content with SAS Add-In for Microsoft Office 1-25 10. Click Next.

Select Totals at each level for Rows:. 11.

25 1.3 Sharing Content with SAS Add-In for Microsoft Office Click Next. In Step 4, select Grand total only for Columns:. Select Totals at each level for Rows:. 11. Click Next twice to proceed through the final two steps. Delete the Titles and Footnotes. 12. Click Finish to view the results. Results

Select Reports for the Reports window to open then select Desktop Profit Report SA Females.srx Open. 15. Choose New worksheet: Delete.

26 1-26 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 13. On the SAS tab, select Properties Execution tab Select Refresh on file open checkbox OK 14. Select Reports for the Reports window to open then select Desktop Profit Report SA Females.srx Open. 15. Choose New worksheet: Delete.srx OK 16. The report that we previously created in SAS Enterprise Guide, now opens in Excel on a new worksheet, in the same workbook, with the name of Profit Report SA Females 17. Select File Save As Desktop Summary Report Save 18. Close Excel

1.3 Sharing Content with SAS Add-In for Microsoft Office 1-27 Creating a Graph in Microsoft PowerPoint Create

Open Microsoft PowerPoint by selecting Start All Programs Microsoft Office 2013 PowerPoint 2013.

With the HOME tab as the active tab on the Office ribbon, select Layout Title Only. 3. Click the SAS tab.

27 1.3 Sharing Content with SAS Add-In for Microsoft Office 1-27 Creating a Graph in Microsoft PowerPoint Create a graph in PowerPoint that should be updated when opened. 1. Open Microsoft PowerPoint by selecting Start All Programs Microsoft Office 2013 PowerPoint Select any template / theme. 2. With the HOME tab as the active tab on the Office ribbon, select Layout Title Only. 3. Click the SAS tab. Select Tasks Bar Chart Wizard and the Choose Data window will open. 4. Verify that SASHELP.ORSALES is the Input Data OK to start the wizard. 5. Select Next to move to Step 2. Select Product_Category for the Bars: role. Select Profit for the Bar height: role.

Select Bar category for the Color bars by: and select 3D

28 1-28 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 6. Select Next. Select Bar category for the Color bars by: and select 3D chart. 7. Select Next. Change the Title to Profit by Category. Select Finish.

1.3 Sharing Content with SAS Add-In for Microsoft Office 1-29 8.

Select File Save As Desktop Weekly Profit Graph Save. Close PowerPoint 10. Open SAS Enterprise Guide New Project 11.

29 1.3 Sharing Content with SAS Add-In for Microsoft Office Select graph On SAS tab, select Properties Execution select Refresh on file open OK. 9. Select File Save As Desktop Weekly Profit Graph Save. Close PowerPoint 10. Open SAS Enterprise Guide New Project 11. Double click on Servers Local Libraries SASHELP ORSALES 12. Double click on the first cell Row 1 Column 1 of the dataset. The following pop-up window will appear Yes 13. Double click Product_Line in row 1 of the dataset. Change to Babies. Do the same in row 2 and 3.

Close Enterprise Guide and Yes to Save Desktop Test Save 16. Go to Desktop and open Weekly Profit Graph.ppt.

30 1-30 Chapter 1 SAS Enterprise Guide and Add-In for Microsoft Office Hands-on Workshop 14. Double click Product_Category in row 1 of the dataset. Change to Baby Gym. Do the same in row 2 and Close Enterprise Guide and Yes to Save Desktop Test Save 16. Go to Desktop and open Weekly Profit Graph.ppt. The PowerPoint will be updated automatically when you open the presentation. 17. Open Summary Report on Desktop and note that Summary report has also been updated.

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