1. OASUS Spring or Fall YYYY Lihsin Hwang Statistics Canada
Thursday, November 15, 2018
May the Force Be with Your Clients A simple trick to create Excel pivot tables without crunching data inside-out
Lihsin Hwang
Statistics Canada
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2. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Agenda
Assumptions
Steps to create pivot tables
Demo
Other options and issues
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3. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Assumption
Pivot tables are well known and popular
ODS (Output Delivery System) are well known and popular
Creative Customers
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4. Step I – Prepare you data
OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Step I – Prepare you data
No need to fully understand your data
Dummy variable – COUNT
Constant value of ‘1’
data cars;
set sashelp.cars;
count=1;
run;
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5. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Step 2 – Link XML file
Link an external file in XML format
FILENAME statement
filename tfile "c:\temp\Input_Pivot.xml";
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6. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Step 3 – ODS output
Using ExcelXP tagsets
Setting only one option (optional) (default value: “Table 1: dataset name”)
ods tagsets.ExcelXP file=tFile;
ods tagsets.ExcelXP options(sheet_label='Source Data');
proc print data=cars noobs label;
run;
ods tagsets.ExcelXP close;
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7. Step 4 – Open/Close XML file
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8. Step 5 – Add a pivot table
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9. Step 6 – Use the dummy variable
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10. Step 7 – Drag and drop
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11. Step 8 – Hide and save (safe!)
Save the file in XLSX format
(optional) Hide the source data sheet
prevent any unnecessary human intervention to the source data
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12. The force is with your client now!
OASUS Spring or Fall YYYY
Thursday, November 15, 2018
The force is with your client now!
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13. Other solution and issue
OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Other solution and issue
Using of tableeditor tagsets
ods tagsets.tableeditor file="&resultsHome\example1.html"
options(
button_text = "Create PivotTable"
auto_excel = "yes"
pivotrow = "product_line"
pivotcol = "quarter"
pivotdata = "profit"
pivotpage = "year"
excel_save_file="&JavaResultsHome\example1.xlsx"
quit="NO" );
Title1 "Example 1 - Create the First Pivot Table";
proc print data=data.sales;
run;
ods tagsets.tableeditor close;
Last begin with our first step
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14. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Another solution
ODS Excel (9.4 Only)
data cars;
set sashelp.cars;
count=1;
run;
ods excel file="c:\temp\example1.xlsx"
options(sheet_label='Source Data');
proc print data=cars;
ods excel close;
Last begin with our first step
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15. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Pros and Cons
Pros
No need to crunch data inside-out
Fastest way to provide basic pivot tables
Cons
Automation – not feasible
You only need to provide basic PivotTables and the users will quickly learn to exploit them on their own.
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16. OASUS Spring or Fall YYYY
Thursday, November 15, 2018
Resources
Parker, Chevell. (2010). Using SAS® Output Delivery System (ODS) Markup to Generate Custom PivotTable and PivotChart Reports, SAS Institute Inc.
Eberhardt, Peter. , & Kong, Louanna. (2012). The Armchair Quarterback: Writing SAS® Code for the Perfect Pivot (Table, That Is),
Vanam, Mahipal., & Karidi, Kiran., & Dodlapati, Sridhar. (2010). SAS to Excel with ExcelXP Tagset.
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17. OASUS Spring or Fall YYYY
Questions / Comments
Thursday, November 15, 2018
Lihsin Hwang
System Engineering Division
Statistics Canada
(613)
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