SAS Enterprise Guide: A Revolutionary Tool - Systems Seminar

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SAS ® Enterprise Guide: A Revolutionary Tool! Jennifer First 2997 Yarmouth Greenway Drive, Madison, WI 53711 Phone: (608) 278-9964 • Web: www.sys-seminar.com

Transcript of SAS Enterprise Guide: A Revolutionary Tool - Systems Seminar

SAS® Enterprise Guide: A Revolutionary Tool!

Jennifer First

2997 Yarmouth Greenway Drive, Madison, WI 53711

Phone: (608) 278-9964 • Web: www.sys-seminar.com

COPYRIGHT© 2011 Systems Seminar Consultants, Inc.

All rights reserved. Printed in the United States of America. No part of this publication may bereproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic,mechanical, photocopying, or otherwise, without prior written permission of SSC. SAS is a registeredtrademark of SAS Institute Inc. in the USA and other countries. The Missing Semicolon is atrademark of Systems Seminar Consultants, Inc.

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SAS® Enterprise Guide For All!

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Welcome to Systems Seminar Consultants, Inc.

Systems Seminar Consultants, Inc. is a SAS Alliance Quality Partner™ of

SAS. Our team of SAS software experts has a broad

base of knowledge and experience working with a

variety of complex systems in a number of diverse industry

settings. This knowledge and experience is leveraged to help you

effectively achieve your business goals.

Free SAS Newsletter

Our popular publication, The Missing Semicolon™, shares SAS software

solutions developed by our staff and provides additional technical

assistance to our customers.

SAS Training Services

For over 1,000 students each year, we make SAS software easier to

understand, use, and support.

– Public training schedules are posted on our web site.

– Private on-site training options are also available.

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• Interface for SAS Software

• Can code SAS programs

• Point-and-click interfaces to modify, analyze, and report data

• Organize code, results, and logs in a “Process Flow”

What is SAS Enterprise Guide?

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Parts of Enterprise Guide

Menu Bar

Project Tree

Process Flow

Task List

Task Status Window

Work Area

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• Increase the efficiency of your programmers

• Empower analysts with SAS “Guided Analytics”

• Organize all SAS processes

• Easily create attractive, useful graphs

• Package and distribute reports

EG is an Enterprise Wide Solution

that truly has something for everyone!

SAS Enterprise Guide Is For Everyone!

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Liberate Analysts

• Many analysts don‟t have an IT background

• No time to learn expert coding

• Conduct data manipulation, analysis, and distribute reports

• Struggle to complete tasks without extensive knowledge of coding

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Liberate Analysts (continued)

• No IT staff dedicated to SAS support

• Busy IT staff, managing a heavy workload

• Analysts create own SAS processes.

• Analysts wait for simple queries, reports, and small modifications.

• Analysts can complete many tasks on their own with EG.

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Accessing Data for Analysts

• Access a variety of data sources, including SAS, Excel, and databases.

• Access virtually any data source, across platforms, with the appropriate

privileges and SAS products

• Can be done through a GUI

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Adding a SAS Data Set to a Project

• File menu, select Open → Data.

• Select Local Computer or SAS Servers.

• Navigate to the location of the data set.

• Highlight the data set name.

• Click Open.

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Adding a SAS Data Set to a Project

• The data table is open in the Work Area.

• Icons representing the data table appear in the Process Flow and Project Tree.

• The data table can be used in tasks and queries.

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Libraries and Data

To view the data available on a server:

• Double-click a server name on the Server List.

• Double-click Libraries.

• Double-click a library name.

• The data sets available in the library will be listed below the library name.

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Excel Import Data Wizard

• As data is imported, it can be modified: dropping fields, changing variable

attributes, which worksheet or cells to import, and more.

• All without any coding!

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Changing Column Properties

• Name: name of the variable. SAS naming restrictions apply.

• Label: text that is sometimes displayed in place of the variable‟s name.

• Type: character or numeric.

• Length: maximum length of the data values, in bytes.

• Informat*: determines how the data is read in.

• Format*: determines how the data is displayed.

• Include in output: determines whether the variable will be included in the

resulting SAS data set.

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Text Format (fixed width)

If the data is fixed width:

• Highlight Fixed Columns.

• Click the ruler above the sample text to denote the column divisions.

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Text Format (delimited)

If the data is delimited:

• Under Text format, select Delimited.

• Select the appropriate delimiter.

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Tasks

A task:

• Is a specific action executed on data.

• Can be customized through a step-by-step process, then run or saved.

• Is analogous to a procedure in SAS.

Tasks can be used to:

• Analyze and classify data.

• Compute statistics and carry out statistical tests.

• Create tables and reports.

• Generate graphs.

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Available Tasks (includes statistical tasks!)

• Append Table

• Area Plot

• ARIMA Modeling and Forecasting

Task

• Bar Chart

• Bar Line Chart

• Basic Forecasting Task

• Box Chart Task

• Box Plot

• Bubble Plot

• Canonical Correlation Task

• CDF Plots Task

• Characterize Data

• Cluster Analysis Task

• Compare Data Task

• Contour Plot

• Correlations Task

• Create a Chart

• Create Format Task

• Create Map Feature Table

• Create Time Series Data

• Data Set Attributes

• Delete Data Sets and Formats

• Discriminant Analysis Task

• Distribution Analysis Task

• Donut Chart

• Factor Analysis Task

• Generalized Linear Models

• Histograms Task

• Import Data Task

• Individual Measurements Chart

• Library Assignment Wizard

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• Life Tables Task

• Line Plot

• Linear Models Task

• Linear Regression Task

• List Data Task

• Logistic Regression Task

• Map Graph

• Mean and Range Chart Task

• Mean and Standard Deviation

Chart Task

• Mixed Models

• Model Scoring

• Nonlinear Regression Task

• Nonparametric One-Way ANOVA

Task

• np Chart Task

• One-Way ANOVA Task

• One-Way Frequencies Task

• p Chart Task

• Pareto Chart Task

• Pie Chart Task

• P-P Plots Task

• Prepare Time Series Data Task

• Principal Components Task

• Probability Plots Task

• Proportional Hazards

• Q-Q Plots Task

• Radar Chart

• Random Sample Task

• Rank Task

• Regression Analysis of Panel Data

Task

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Available Tasks (continued)

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• Regression Analysis with

Autoregressive Errors Task

• Scatter Plot

• Sort Data Task

• Split Columns Task

• Stack Columns Task

• Standardize Data Task

• Summary Statistics Task

• Summary Tables Task

• Surface Plot

• t Test Task

• Table Analysis Task

• Transpose Task

• u Chart Task

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Available Tasks (continued)

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Opening Task Windows

• In the Process Flow or Project Tree , highlight a data set.

• Select a task from the Task List or the Tasks menu.

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The Selection Pane

The Selection Pane:

• Is on the left side of the Task Window.

• Lists available options for the task.

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Task Options

In the Task Window, you may:

• Edit and filter data

• Assign variables to task roles, which determine how variables will be

used in the task.

• Make selections specific to the task by dragging and dropping columns

from the „Columns to assign‟ window to the „Task Roles‟ Window.

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Saving Tasks

Saving a task:

• Saves all task roles and options associated with the task.

• Does not execute the task.

• Does not generate output.

• Closes the Task Window.

• Creates objects for the task in the Process Flow and Project Tree.

The task has been saved but not run, so only the data and task appear in the

Process Flow. No output has been generated.

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Running Tasks

Running a task:

• Saves all task roles and options associated with the task.

• Executes the task according to the options you have specified.

• Generates results.

• Closes the Task Window.

• Creates objects in the Process Flow and Project Tree for the task and

results.

The task has been run, so output now appears.

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Warnings and Errors

• Warnings are denoted by a yellow triangle over the task icon.

• Errors are denoted by a red X over the task icon.

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Warnings and Errors

• To view the log for a task:

In the Process Flow, find the name of the task.

Under the task name, double click the Log node. Or double click the task.

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Modifying Tasks

• Reopen the task, double click the Modify Task tab.

• Change any task roles, options, or settings.

• Click Run.

• When asked, “Would you like to replace the results from the

previous runs?” click Yes or No.

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My Favorite Task – The Query Builder!

Query Builder is a graphical way analysts can:

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• Join tables

• Select variables

• Filter data

• Sort data

• Change data source

• Compute columns

• Set up prompts

• De-dup observations

• Change query options

• Add titles, footnotes

• Limit output

• And more

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Query Building for Analysts

• Intuitive, easy to understand and use, eliminates coding errors

• Queries become easy for non-programmers.

• Simple tasks don‟t require the support of a SAS programmer.

• Query Builder builds code that can be reused and modified.

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Adding Columns to a Query

• Double-click or drag columns on the Tables list to add them to the query.

• The and buttons move columns up and down on the Select

Data tab.

• The button deletes columns.

• Select name of dataset to select all columns.

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Changing Column Attributes

• On the Select Data tab, highlight a column name.

• Click the Properties button ( ).

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Sorting

• Double-click additional variables on the Tables list to add them to the

Sort Data tab.

• Use the and buttons to arrange the variables in order of sort

priority.

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Replacing Discrete Values

• The new column will appear on both the Tables list and the Select Data

tab.

• It can be manipulated in the same ways as other columns in the query.

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Replacing a Range of Values

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Adding a New Computed Column

• Build an expression.

• Specify additional options, including a new column name, alias, and

format.

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Adding a New Computed Column

• The new column will appear both on the Tables list and the Select Data

tab.

• It can be manipulated in the same ways as other columns in the query.

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Adding a Summary Column

• In the Query Builder, highlight a variable on the Select Data tab.

• Select a Summary Statistic from the Summary drop-down menu.

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Filtering Data in a Query

• Click the Filter Data tab.

• On the Tables list on the left, double-click a variable to open the Edit

Filter window.

• This variable will be the left side of the filter condition.

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Combining Filters

You can combine filters with And, OR

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Joining Tables

• EG will find join key or can manually specify

• Choose what type of join and other options

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Code Generated By SAS Enterprise Guide

• The Query Builder is generating PROC SQL behind the scenes!

• Use the code or modify it.

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Selecting Query Results Format

• On the Tools menu, select Options.

• On the Selection Pane, highlight Query.

• Under Save query result set as, click the drop-down menu.

• Select Data Table, Data View or Report.

• Click OK.

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Working with Query Results

• Tasks may be run on query results if you have specified data table or

data view as your output option.

• To run a task on query results:

In the Process Flow or Project Tree, highlight the query results.

From the Task List, select a task and proceed as usual.

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Analysis: Summary Statistics (PROC MEANS)

• From the Variables to assign list on the left, drag all desired Analysis

variables to the Analysis variables task role on the right.

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Selecting Statistics to Calculate

• On the Selection Pane, highlight Basic under Statistics

• Check the appropriate boxes to select statistics.

• Use the drop-down menu to indicate how many decimal places to

include.

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Assigning Classification Variables

• From the Variables to assign list on the left, drag all desired Classification variables to the Classification variables task role on the right.

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Adding a Footnote and Title

• Can even use a macro variable!

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Output

Click Run to run the task.

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The Table Analysis Task: PROC FREQ

The Table Analysis Task creates two- and three-way Frequency Tables.

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Reporting for Analysts

• Analysts may depend on others to create simple reports.

• For simple changes, they need further assistance.

• Analysts leverage SAS reporting capabilities in an easy GUI, creating

custom reports and templates

PROC PRINT

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Summary Reports: PROC Tabulate

• Once variables are assigned to task roles, you can begin arranging the

elements of the table in the Preview Area.

• One or two dimensions, concatenation and crossing, analysis and

classification variables, and statistics!

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Summary Report/PROC TABULATE Output

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Easily Create Useful, Beautiful Graphs

• Creating graphs is simple with EG‟s interface!

• No SAS/GRAPH syntax

• Completed in a fraction of the time

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• Bar charts

• Pie charts

• Line plots

• Scatter plots

• Area plots

• Donut charts

• Bubble plots

• Contour plots

• Box plots

• And more

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Graph Interface

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A Graph Created in SAS Enterprise Guide

• Easily create graphs within SAS

• Can be interactive!

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Simple Reporting

• HTML, PDF, RTF, SAS Report, and Text

• CSS‟s that define styles, fonts, color, and include pictures

• Each element easy to manipulate

• Store and reuse templates. Develop custom templates.

• Easily create attractive, consistent reports across enterprise

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Packaged Reports

• Easy to package reports!

• With a few clicks, package multiple reports

• Charts, titles, text, images, and more

• Email or schedule for distribution

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Example of a Packaged Report

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SAS Process Organization

• Organizing SAS process (programs, data, reports, logs, and

documentation) into one flowchart like file, called a “Project.”

• Simplifies comprehension, updates, and standards across organization

• Base SAS processes can be imported into a “Project.”

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Creating Ordered List

• Specifies what order items in Process Flow will be run.

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Schedule a Process Flow

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Analysts Can Transition Into Programming

• Use GUI for the majority of tasks

• Generate shell code and learn how to program as necessary

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Leveraging Enterprise

Guide Wizards

Using Shell Code

Understanding SAS Process/

Easier Debugging

Maximum Efficiency

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Continued Role of Analyst Support By IT

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IT Analysts

• Complex data manipulations

• Specialized reports

• Production processes

• Other complex issues

• Simple queries

• Accessing data

• Simple reporting and graphs

• Graphing

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Increase Programmer’s Efficiency

• EG for heavy lifting

• Wizards to join tables, creating reports, and querying data

• Quicker than coding from scratch

• Less error prone

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Increase Programmer’s Efficiency

• Easy to misspell a word or miss a comma

• Cumbersome to join several tables (EG can do up to 32 tables at once!).

• Join tables within a wizard in a fraction of the time.

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Code Generated By SAS Enterprise Guide

Increase efficiency by leveraging wizards with programming knowledge

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Leveraging Enterprise

Guide Wizards

Using Shell Code

Maximum Efficiency

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New Programmer Features in Enterprise Guide 4.3

Integrated Syntax Help

Using mouse-over or clicking F1 over a SAS keyword will display syntax

for the keyword, as well as a description

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New Programmer Features in Enterprise Guide 4.3

Syntax Suggestion

When typing a SAS keyword, SAS will display a list of potential keywords

to use in code.

More Exciting New Features

Displaying libraries and data members, parentheses matching, program

formatting, and more!

These new features will change the programming experience of

every programmer, from novice to expert.

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Missing Functionality

Some functionality is not available or is limited in EG:

• DDE

• X STATEMENT AND SYSTASK (need special permission from

administrator)

• SAS/AF Applications

• %WINDOW

• Statements, PROMPT options on LIBNAME statements, and interactive

environments such as the Report window

• DATA step debugger

• SAS statements that require user interaction and that do not work well in

a SAS batch program

• THE ENDSAS STATEMENT

Lots of documentation and ideas about how to address these items

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Internal Resistance

• Experienced users have processes that work. If it‟s not broke, why fix it?

• Analysts may fear it is technical and they will not be able to use it.

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Solution to Resistance – Hands-On Time!

• Programmers

Use current processes and streamline future development.

• Analysts

Achieve results with ease

Everyone will fall in love

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Logistics of Implementation

• Part of Base SAS

• PC product

• Many have EG and aren‟t aware

• May need IT for installation or environment support

• Additional products may be needed to access data and other platforms.

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Conclusion

• Something for everyone

• Streamline and standardize processes

• Increase efficiency and capabilities.

• Some resistance at first

• Once users get some hands-on time, they will never go back.

Enterprise Guide is truly an enterprise wide software for the future!

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Additional Reading

• Bangi, Audimar. 2010. “SAS® Programmer's Paradise: New Goodies in

SAS® Enterprise Guide® 4.” Proceedings of the SAS Global 2010

Conference. Cary, NC: SAS. Available at

http://support.sas.com/resources/papers/proceedings10/137-2010.pdf.

• The Little SAS Book for Enterprise Guide 4.2, Slaughter and Delwiche

• The SAS Dummy Blog: http://blogs.sas.com/sasdummy/

• The Missing Semicolon: www.sys-seminar.com

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Contact Us

SAS® Training, Consulting, & Help Desk Services

2997 Yarmouth Greenway Drive • Madison, WI 53711

(608) 278-9964 www.sys-seminar.com

Jennifer First

Director of Operations

[email protected]

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