Getting SASsy with Enterprise Guide

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Presentation transcript:

Getting SASsy with Enterprise Guide Jerry Knutson, Research Analyst Laura Wichman, Senior Research Analyst McLennan Community College Background: McLennan has been using SAS since 2015. Laura since 2015 - Jerry since 2016 Data Sources: -Libraries—Estudias, CBM Reports, Achieving the Dream Cohorts -Ellucian/Colleague -Anything we can download

Session Description Do you ever get a request for data and end up doing part of the work manually? Do you find yourself copying and pasting tables from the Enterprise Guide (EG) results window into excel or word?  Stop the nonsense!! Come by to see how to create and export SASsy reports using EG. Not only will it make your office more efficient, but it makes you look like you worked your SAS off!

We are all here to learn, I am just here to start the conversation! Ground Rules… Let’s set some ground rules for this presentation… Stop us and ask questions while we are presenting Share if you have a different way of doing something than we present We are all here to learn, I am just here to start the conversation!

Question… How many of you handle reports that you compile in one program and manually enter or copy/paste to another document? Typical request steps: Program in SAS and copy/paste the results to word You spot an error… Modify program in SAS and copy/paste the results to word Crap…another error… Shoot that wasn’t what they really wanted Oh that look’s great…can we add this…

Stop doing all of this! Why are you wasting time doing and redoing things when you can spend some time now to program SAS to do it and save yourself time later?

The Basics: Enterprise Guide lets you save all programs for a project in one file. Drag and drop variables for queries Copy code created from drag & drop and save into programs

Tabulate Steps Open your dataset Go to Describe > Summary Table Wizard (of Summary Tables if that is what you prefer) Add your analysis variables

Tabulate Steps Add your column and row variables You can make further customizations through ‘More Options’ Concatenate data rather than embed or cross tabulate Finish

Tabulate Results Yay you have results! Now what do you typically do… Copy & paste it into Word or Excel

Paste into Excel or Word UGH!!! Now I have to format these columns and variable names.

With the effort you put into having to change the labels on the excel or word document, you can create this! Each time you run it to update the data, your labels and formats will automatically fill in for you.

Add Formats at the top to label your variables for you Change column labels Add custom title/footer

Export tabulate to pdf Add the ODS start and end statements and voila you have a pdf that is formatted and ready to go. Of course you can go a step further on formatting and change backgrounds and column/row widths.

This code sets the paper orientation to landscape and formats the tabulate with preloaded formats, backgrounds and cell widths…

To produce reports that automatically export to pdf when the program runs.

Institutional Pocket facts http://mcciep.mclennan.edu/home/pdfs/pocketFacts.pdf Tasked with creating an easy to read/use/carry sheet that could be easily accessed with commonly asked questions: Enrollment Trends Retention Trends Developmental Education Need Demographics Financial Aid Veteran Information Graduation Rates Dual Credit Employee Numbers Cost of Attendance Comparison Taxes, Revenue/Expenses Licensure and Placement Rates (LBB) University Center Enrollment University Center Glossary of Terms Our office was tasked to create an easy to use and read sheet of information that could easily be carried and referred to. There was tons of data that needed to be on the sheet, so we designed a double sided, foldable ‘pocket fact sheet’ that can easily be placed in a pocket, wallet or purse to quick access to common questions.

Pocket Facts Program Every step is completed in Enterprise Guide Importing Compiling Exporting

The export file takes all the datasets from the compiling process/programs and displays the final tables. Contains: Macros Custom Template Formats

ODS statement Custom options: pape rsize and margins Regions Set layout gridded Set regions

When I run the file in EG the results window looks very different from what the final product looks like

Since it is legal size I cut the front into two pictures so you could see the data and details

And I did the same on the back of the sheet

Prompt driven programs

Setting up a prompt This is one of the option in the task panel where the servers are referenced

Setting up the details You can set up specific values – this helps with typos later. You can also set a default value. In the usage, it behaves exactly like other macro values

Section Reports to excel & pdf

Section Reports to excel & pdf by daypart

How to group by daypart The format for the DayPart makes sure that the groupings display in the order I want them to… Numerically. The format is processed (substituted) at run time to display the appropriate text Adding the daypart information is in the hierarchy it needs to be in to make sure every record gets a value, and gets the correct one. The else if statements make it a one-evaluation-per-record event.

Dayparts in PDF

Dayparts in pdf – part 2 This is two different tabulates because it is two tables… one for a total, one for the daypart breakdown

Dayparts in Excel Tabs. One per dayPart

ODS Excel Saves as XML no matter the extension used. It will open in Excel, but will give you the security warning that the file type detected does not match the extension.

Dayparts in Excel

ODS statements - Excel ods tagests.ExcelXP file = “\\path\filename.xml” options (orientation = ‘Landscape’); ods tagsets.ExcelXP close; This saves as XML, regardless off the extension used. It will generally open in Excel by default.

“Secret” conversion to XLS(x)

How to run… This takes an environmental fix to allow – Problem Note: 41058.

ODS statements - PDF ods pfd file = “\\path\filename.pdf” notoc style=minimal; options nonumber nodate; ods pdf close; Notoc = No Tables of Contents that is there by default NoNumber = no page numbers that are there by default Nodate = no date in header that is there by default

ODS statements - RTF ods rtf file = “\\path\filename.rtf” style=minimal; ods rtf close;