1. Copyright © 2005, SAS Institute Inc. All rights reserved. Microsoft Office Integration with the SAS BI Server Advanced Topics Jennifer Clegg Software Manager April 12 th, 2005

2. Copyright © 2005, SAS Institute Inc. All rights reserved. 2 Nestle Wonder Ball

3. Copyright © 2005, SAS Institute Inc. All rights reserved. 3 Suggested Presentations  Microsoft Office Integration with the SAS BI Server Presenters: I-Kong Fu and Jennifer Clegg Tuesday at 4:30 Room: 201AB  What’s Coming in SAS Add-In for Microsoft Office 2.1? Presenters: I-Kong Fu and Jennifer Clegg Wednesday at 9:00 Room: 111

4. Copyright © 2005, SAS Institute Inc. All rights reserved. 4 Topics  Performance Tips  Scheduling Document Refreshes  Leveraging support in PowerPoint

5. Copyright © 2005, SAS Institute Inc. All rights reserved. 5 Options dialog: Data tab  Reduce number of observations

6. Copyright © 2005, SAS Institute Inc. All rights reserved. 6 Options dialog: Results tab  Use CSV if want result with no formatting

7. Copyright © 2005, SAS Institute Inc. All rights reserved. 7 Options dialog: Graph tab  Use format that generates static graph on server

8. Copyright © 2005, SAS Institute Inc. All rights reserved. 8 Performance: Variable Selection

9. Copyright © 2005, SAS Institute Inc. All rights reserved. 9 Performance: Variable Selector dialog

10. Copyright © 2005, SAS Institute Inc. All rights reserved. 10 Performance: Variable selection  Use config file to initially unselect all variables Create “sas.officeaddin.dll.config” in install directory Default Install Directory: C:\Program Files\SAS\Add-In for Microsoft Office

11. Copyright © 2005, SAS Institute Inc. All rights reserved. 11 Scheduling Document Refreshes  Refreshing SAS content  Scheduling the program to run

12. Copyright © 2005, SAS Institute Inc. All rights reserved. 12 Refreshing SAS Content  Create program to call scripting interfaces of Excel  Visual Basic program ‘ Run Excel and open desired workbook Dim sas as SASAddin Dim xl As Excel.Application Set xl = CreateObject("Excel.Application") xl.Workbooks.Open ("c:\Documents and Settings\jbc\My Documents\scripttest.xls")

13. Copyright © 2005, SAS Institute Inc. All rights reserved. 13 Refreshing SAS Content ‘ Find the SAS Addin object Set sas = Application.COMAddIns.Item ("SAS.OfficeAddin.Connect").Object ‘ Tell the SAS Addin to update the workbook sas.Refresh xl.ActiveWorkbook.Save xl.Quit

14. Copyright © 2005, SAS Institute Inc. All rights reserved. 14 Refreshing SAS Content  Demo!

15. Copyright © 2005, SAS Institute Inc. All rights reserved. 15 Scheduling Document Refreshes  Control Panel->Scheduled Tasks Add Scheduled Task  Benefits Allows unattended refresh of SAS results Updated documents available when you desire Saves you time

16. Copyright © 2005, SAS Institute Inc. All rights reserved. 16 Leveraging SAS Add-In for Microsoft Office from Microsoft PowerPoint  Save office document that contains SAS result  To select entire SAS result in Office Edit->Go to −Excel: select SOA_ResultsRange −Word: select go to bookmark and select desired result  Copy result to clipboard Edit->Copy

17. Copyright © 2005, SAS Institute Inc. All rights reserved. 17 Leveraging SAS Add-In for Microsoft Office from Microsoft PowerPoint  Switch to Microsoft PowerPoint  Select slide to place the content  Edit->Paste Special menu item  Paste Link radio button

18. Copyright © 2005, SAS Institute Inc. All rights reserved. 18 Paste Special dialog

19. Copyright © 2005, SAS Institute Inc. All rights reserved. 19 Leveraging SAS Add-In for Microsoft Office from Microsoft PowerPoint  Demo!  Cons of this approach Must update results in Office document and then update presentation Office document must stay with presentation

20. Copyright © 2005, SAS Institute Inc. All rights reserved. 20 Additional Treats  Performance tips  Scheduling document refreshes  Leveraging support in Microsoft PowerPoint

21. Copyright © 2005, SAS Institute Inc. All rights reserved. 21 Copyright © 2005, SAS Institute Inc. All rights reserved. 21