SAS Academic Initiative

Introduction to SAS
Enterprise Guide for the
University of Otago
Melissa Cassar
Academic Program Manager
SAS Australia and New Zealand

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Agenda
 Introduction to the SAS Academic Initiative
 Introduction to Enterprise Guide
 Working with Data in a project
• Intro to Tabular Data
• Adding a local SAS table
• Accessing Remote Data
• Adding local data in other Software formats
• Importing Text Files

 Getting started with Tasks

• Intro to Task Dialogs
• Creating a listing report
• Creating a frequency report
• Creating a two-way frequency report
Copyright © 2003, SAS Institute Inc. All rights reserved.
 Agenda (cont..)
 Break – 15 minutes
 Creating Simple Queries
• Intro to the query task
• Setting a filter and selecting columns
• Creating new columns in a query
• Joining Tables

 Creating Summarised Output

• Generating and Exporting Summary Statistics
• Creating and applying custom formats
• Creating a Tabular Summary Report
• Creating a graph

 Close / Questions
Copyright © 2003, SAS Institute Inc. All rights reserved.
 Academic Initiative

Bridging the gap between Academia and Business

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Academic Initiative
 What is Academic Initiative?

A win win relationship

between the academic
institutions & SAS to
generate next generation
leaders …

Bridging the gap between Academia and Business

Copyright © 2003, SAS Institute Inc. All rights reserved.
 Academic Initiative Offerings
 Teaching and research
• Curriculum Development and Integration (Trainer’s Kit)
• Academic Research
• Thought Leadership
(Speaker/ publications/ Bettermanagement.com)
• International Perspective
• Knowledge Sharing across the Globe

 Student Prospects
• Home Use Copies
• Learning Edition / E-Learning
• Internship / Work Placement or Training Opportunities
• Scholarship

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Academic Initiative Offerings (Cont’d)
 Publicity
• User Story
• SAS International Forum
 Flexible Use of Licenses
• SAS International MLA
− Focus: Increase usage and to understanding customer.
− Customized packaging.
− Creative opportunities (home copies, course notes, final thesis)

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Licensed Products @ University of Otago
Campus License
Academic License for Teaching, Non-Commercial & Non-Profit Research

AppDev Studio SAS/CONNECT

Base SAS SAS/ETS
Enterprise Guide SAS/FSP
Enterprise Miner SAS/GRAPH
SAS Integration Technologies SAS/IML
SAS/ACCESS ODBC SAS/INSIGHT
SAS/ACCESS PC Files SAS/IntrNet
SAS/ACCESS to OLE DB SAS/QC
SAS/AF SAS/SHARE
SAS/STAT
Copyright © 2003, SAS Institute Inc. All rights reserved.
 Introduction to Enterprise
Guide
Getting Started

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 Introducing SAS
Enterprise Guide

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 Introduction to SAS Enterprise Guide

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 Introduction to SAS Enterprise Guide

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...
 SAS Enterprise Guide Interface
Customize Environment and Optimize Performance

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 Programming Interface
SAS Enterprise Guide Interface

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 SAS Enterprise Guide Structure

To begin work with SAS Enterprise Guide, you

1. create a project
2. add data to the project
3. run tasks against the data

Additionally, you can

4. customize results
5. automate the process

Copyright © 2003, SAS Institute Inc. All rights reserved.

 1. Projects
The Project window displays the active project
and associated data, code, notes, and results.

Project
Window

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 2. Data
SAS Enterprise Guide provides transparent access to
virtually any data anywhere.

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 3. Tasks
Tasks
• manage and analyze data
• generate formatted results.

SAS Enterprise Guide provides task dialogs to

• join tables
• filter and sort data
• create new columns
• create text-based and graphical reports
• perform sophisticated statistical analyses.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 3. Tasks
Example of results from the One-Way Frequencies task:

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 3. Tasks
Example of results from the Summary Tables task:

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 3. Tasks
Task dialogs are designed with many similar features so that
you can learn to use them easily.

Task
Dialog

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 4. Customizing Results
Results produced by tasks are displayed in the Work Area.

Work
Area

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 4. Customizing Results
Results can be formatted as
 plain text
 RTF
 PDF
 HTML

You can present or distribute results by

 inserting results in Microsoft Word
 e-mailing or saving results as HTML files
and publishing them on the Web
 publishing the results to a channel

Copyright © 2003, SAS Institute Inc. All rights reserved.

5. Automating a Process
You can create a process flow to script the execution of
projects or elements of projects.

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 Behind the Scenes
As you build tasks, SAS Enterprise Guide generates SAS code

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Behind the Scenes
SAS Enterprise Guide can use the execution power of the server to access data and run SAS
processes, and then return the results to your client PC.

SAS
on Windows

SAS
Co d e on OS/390
lts
Resu

SAS
SAS Enterprise on UNIX
Guide
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...
 Working with Data in a
project

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 Introduction to Tabular
Data
Demonstration

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 Introduction
 SAS Enterprise Guide can read data from a variety of
different formats and convert the data into SAS table
format.
SAS Tables Spreadsheets

.sas7bdat,
.xls, .wk?
.sd2, .sd7

Text Files Database Files

Delimited or Microsoft
fixed-width Access
text files tables

Copyright © 2003, SAS Institute Inc. All rights reserved.

SAS Data Tables
A column’s type is either character or numeric. The type
plays a role in determining the length.

Numeric values are 8 bytes of

Character floating point storage:
values are Numeric
1 to 32,767 Currency
characters Date (days from 01JAN1960)
(bytes) long. Time (seconds from midnight)
Copyright © 2003, SAS Institute Inc. All rights reserved.
SAS Data Tables
A format is used to control how values are displayed.
Formats do not affect how values are stored.

Format: DOLLAR10.
Format: MMDDYY8.
Stored value: 76806
Stored value: 15061

Copyright © 2003, SAS Institute Inc. All rights reserved.

Formats
<$>format<w>.<d> Decimal
Type places

Name Required
Width
delimiter

Table Value Format Name Displayed Value

14024 COMMA14. 14,024
14024 DOLLAR14.2 $14,024.00
14024 WORDS30. fourteen thousand twenty-four
14024 Z14. 00000000014024

14024 EUROX12.2 E14.024,00

14024 BINARY20. 00000011011011001000

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Date Formats
1jan1959 1jan1960 1jan1961 25may1998

-365 0 366 14024

MMDDYY10. Format
01/ 01/ 01/ 05/
01 01 01 25 /19
/19 /19 /19
5 9 6 0 6 1 9 8
Examples:
Table Value Format Name Displayed Value
14024 MMDDYY10. 05/25/1998
14024 DATE9. 25MAY1998
14024 WEEKDATE25. Monday, May 25, 1998
14024 FRADFDE9. 25mai1998
Copyright © 2003, SAS Institute Inc. All rights reserved.
SAS Data Tables
 If a data value is not present for a column in a
particular row, it is considered missing.
• A character missing value is displayed as a blank.
• A numeric missing value is displayed as a period/dot.

. .
.

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 SAS Data Table Properties

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...
 Adding a local SAS Table
Demonstration

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 Scenario
 Create a new project.
 Add a SAS table to the project.

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 Creating a Project and
Adding a SAS Table
 This demonstration illustrates how to
create a new project and how to add a
local SAS table to the project.

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 Accessing Remote Data
No Demonstration Available

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 Transparent Access to Remote Data
DB2 Oracle
Oracle

OS/390 sas
Mainframe
sas
UNIX

sas sas
Windows
Local User Server
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Accessing Remote Data
The Server List window provides an organized view of all of
your files and data sources.

Server
List

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Accessing Remote Files: Files Icon
The Files icon is used to access all types of data files on a
server.

Data files can be

added to a project
via the Files icon.

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Accessing Remote Data: Libraries Icon
Libraries provide a further organizational system for data tables on a specific
server.

Libraries organize
similar data sources
within a server.

Copyright © 2003, SAS Institute Inc. All rights reserved.

Accessing Remote Data
You can add data to a project directly from the Server List window

You can use

drag-and-drop
or double-click
to add a table
to a project.
Copyright © 2003, SAS Institute Inc. All rights reserved.
Accessing Remote Data
After you add a data source to a project, the table automatically opens in the
Data Grid.

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 Adding Local Data in Other
Software Formats
Demonstration

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Common Software Formats
Comma- and
dBASE files
tab-delimited
text files
Spreadsheets
(.xls, .wk?)
ODBC- HTML tables
compliant data

OLE DB
provider’s files Microsoft
Access tables

Copyright © 2003, SAS Institute Inc. All rights reserved.

Software File Attributes Software file
contains
metadata.

Software file
contains no
metadata.

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...
Specifying Data Options
Select Tools  Options and select the Data and Query tab.

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 Adding an Excel Spreadsheet to
the Project
 This demonstration illustrates how to
add a local Excel spreadsheet to the
project.

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 Importing Text Files
Demonstration

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Import Data Task
 The Import Data task can be used to convert a
text or Excel file into a SAS data table.

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Import Data Task
 To your computer, a text file is only strings of characters.
SAS Enterprise Guide requires that the data be arranged
into rows and columns (observations and variables).

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 Import Data Task
 The Import Data task enables you to tell SAS
Enterprise Guide
• where each column is located in the text file
• which columns to read in
• the name of each column
• if the first row contains column headings
• the type of data in each column
− character
− numeric (currency, date, time)
• how much storage space to allocate
• how to display the data values.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Import Data Task
 The Import Data task stores the data as a SAS
table

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 Adding Data from
a Fixed-width Text File
 This demonstration illustrates the
functionality available when you use the
Import Data task to read data.

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 Getting Started with Tasks

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 Introduction to Task
Dialogs
Demonstration

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 What Is a Task?
A task is a specific type of analysis or report that
you can perform against data in a project.
A task is typically referenced by its description:

Create Query
Summary Using Active Data
Statistics
Transpose
Mean and Range
Cluster Analysis Chart

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Accessing Tasks
Tasks can be selected
through the Task List window.
The Task List window
displays tasks either grouped
by category or listed by
name.
Example categories include
 Add Items to Project
 Tools
 Data
 Descriptive
 ANOVA
 Capability Analysis
 Graph.
Copyright © 2003, SAS Institute Inc. All rights reserved.
Associating a Task with Data
 Tasks are associated with a particular data source in
the project.

Highlight the
data source
in the Project
window and
double-click
on the task.

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Working with Tasks
Each task dialog follows a similar format that includes a
tab to select the variables to analyze and other tabs to
set options.
Click
on the tab
to open it,
or use
the Next >
and < Back
buttons.

Copyright © 2003, SAS Institute Inc. All rights reserved.

Working with Tasks
Use the Columns tab to assign variables to roles.

Variables
available
in this task

Special
Roles valid options
for this sometimes
task available

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 Working with Tasks
 Select from the available options to override the
defaults and to generate custom results.

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Working with Tasks
 Use the Results tab to control which data results, if
any, are saved to a table.

Some tasks
allow you
to specify
the statistics
to include
in the output.

Copyright © 2003, SAS Institute Inc. All rights reserved.

Working with Tasks
In the Project window, you can see the results of all
performed tasks.

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 Working with Tasks
Output summary tables are added to the project for use
in future analysis and reporting.

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Working with Tasks
To modify an existing task, open the task from within the
Project window.

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 Creating a listing report
Demonstration

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List Data Task
The List Data task displays rows of data in a table or
those rows returned by a query.
Group Display
rows. each
row.

Sum
columns.

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 Creating a Listing Report
 This demonstration illustrates how to
use the List Data dialog to create a
listing report.

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 Creating a Frequency
Report
Demonstration

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 One-Way Frequencies

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 Generating a One-Way
Frequency Table

 This demonstration illustrates how to

• create a one-way frequency table
• specify the statistics to include in the table
• save the results.

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 Creating a two-way
Frequency Report
Demonstration

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 Table Analysis: Two-Way Frequency Table

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 Generating a Two-way
Frequency Report
 This demonstration illustrates how to
create a two-way frequency table.

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 15 minute break

Creating Simple Queries

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 Introduction to the Query
Task
Demonstration

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Query Builder
The Query Builder is used to extract data from one or
more tables according to the criteria specified by the
user.

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Query Builder Dialog

Options

List of
columns
available

Preview Preview query results.

code.

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 Query Builder: Filter Data Tab
The Filter Data tab is used to retrieve rows that meet
certain criteria, based on values of columns in the data
or columns calculated from the data.

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 Query Builder: Select and Sort Tab
The Select and Sort tab is used to select which columns
are included and what their roles are in the query.

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 Query Builder: Tables Tab
The Tables tab is used to join multiple tables based on a
relationship between columns.

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 Query Builder: Group Filters Tab
The Group Filters tab is commonly used to subset rows,
based on values of summarized columns calculated in the
query.

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 Query Builder: Advanced Tab
The Advanced tab is used to select the server on which the
query should execute.

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 Query Builder: Parameters Tab
The Parameters tab enables you to define a query that
returns different results based on values you provide at
runtime.

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 Setting a Filter and
Selecting Columns
Demonstration

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 Selecting Rows

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 Selecting Both Rows and Columns

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Setting a Filter
The process of specifying which rows to retrieve in a query is
called setting a filter and is done in the Filter Data tab.

Drop the
column
in here.
Drag a
column
from
here.

Copyright © 2003, SAS Institute Inc. All rights reserved.

Setting a Filter
When a column is dropped on the Filter Data tab,
the Edit Filter Condition dialog opens.
Choose the
type of
comparison.

Type the Compare

value or a column
expression. to distinct
values,
another
column,
or a defined
parameter.

Copyright © 2003, SAS Institute Inc. All rights reserved.

Setting a Filter
Select Edit Filter... to open the Expression Builder and
customise the filter.

Use the
Expression
Builder
to create
your own
condition.
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 Expression Builder

Modify
the
existing
expression
or type
your own.

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Expression Builder

Select
the type
of function.

Select
a specific
function.

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Expression Builder
Choose
Boolean,
comparison,
and
mathematical
operators.

Select values
Select a to include
column in the
to view expression.
distinct
values.
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Intermediate Results

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Select and Sort Tab …create
Use the Select and Sort tab to... new
columns.
...group
data and
perform
summary …order
functions. rows.

…remove
duplicate
rows.
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 Selecting Columns
Modify a
Right-click on the table name column’s
to alphabetize the column list. attributes.

Uncheck a
column to Reorder
exclude it. columns.

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 Final Results: Selecting Both Rows and
Columns

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 Final Results: Selecting Both Rows and Columns

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 Filtering Data and Selecting Columns

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 Filtering Data and
Selecting Columns
 This demonstration illustrates how to
set a filter and exclude columns in the
Query Builder task.

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 Creating New Columns in
a Query
Demonstration

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 Objectives

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 Review: Select and Sort Tab

Create
new
columns.

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 New Dialog: General Tab

Alias (name)
of the new column
Column’s role
in the query

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 New Dialog: Expression Tab

Text area to
build an
expression

Insert
functions and
data values.
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 Query Builder: Select and Sort Tab
Computed columns appear in the left pane and can be used
in a filter on both the Filter Data tab and the Group Filters
tab or as an input to another computed column.

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 Updating Computed Column
 If the data source referenced in the query changes, the
computed column is recalculated each time that the query is
executed.

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...
 Creating a Column
in the Query Builder
 This demonstration illustrates how to
use the Expression Builder to define a
column of data in the Query Builder
task.

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 Joining Tables
Demonstration

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 Joining Tables
Joining tables enables you to extract and process data from
more than one table at a time.

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 Joining Tables
Inner
Join

Matching
rows only

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...
 Query Builder: Tables Tab

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 Query Builder: Tables Tab

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 Query Builder: Tables Tab

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 Tables Tab: Modify Join

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 Tables Tab: Modify Join

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...
 Query Builder: Selecting a Server

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 Query Builder: Results

From From
USCustomerDatabaseLong ItemsOrdered

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 Joining Tables
 The following demonstration illustrates
how to join multiple tables and store the
result in a data table.

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 Creating Summarised
Output

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 Generating and Exporting
Summary Statistics
Demonstration

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 Create a Summary Report

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 Summary Statistics Task
The Summary Statistics task provides data summarisation
tools.

Use this task

to compute
descriptive
statistics such
as the mean,
minimum,
or maximum
for numeric
variables.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Summary Statistics: Columns Tab
Generate descriptive
statistics for each
numeric variable in the list.

Specify variables
Select additional whose values
variables to include define subgroups.
in the output table.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Summary Statistics: Statistics Tab
Calculate common
descriptive statistics.

Specify
the number
of decimal
places
to display
in reports.

Calculate confidence
limits and t-statistics.

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 Summary Statistics: Plots Tab

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 Summary Statistics: Results Tab
Create a
summary table.

Create a
summary report.

Output selected
subgroup
crossings.

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 Exporting Results

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 Exporting Results

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 Summarizing Data

 This demonstration illustrates how to use

the Summary Statistics dialog to
• summarize data
• store the results in a summary table
• export the table to Microsoft Excel.

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 Creating a Tabular
Summary Report
Demonstration

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 Summary Tables Task
 The Summary Tables task displays descriptive statistics for
some or all of the columns in a table in tabular format.

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 Summary Tables: Columns Tab
Variables for which you
want to have statistics
calculated

Variables
whose values
make up the Generate a
rowcolumn separate summary
combinations table for each
distinct value.

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 Summary Tables: Table Tab
Drag a
listed
variable.

Drop the
variable into
the row or
column
area.

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 Table Tab: Selecting Statistics

Drag
statistics
from the
list.
Drop
statistics on
or next to
the default
statistic.

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 Table Tab: Calculating Row Totals

Drag
the variable Drop the
from the variable next
list. to the current
column.

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 Table Tab: Calculating Column Totals

Drop the
Drag variable
the ALL above or
variable below the
from the current
list. row.

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 Intermediate Results

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 Table Tab: Modifying the Display

Modify the labels,

fonts, and formats
in the table results.

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Table Tab: Modifying the Display

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 Results

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 Creating Tabular Summary
Reports
 This demonstration illustrates how to
use the Summary Tables dialog to
generate descriptive statistics and
display them in a tabular report.

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 Creating a Graph
Demonstration

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 Graphs Using SAS Enterprise Guide

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 Output Formats for Graphs
Graphics Interchange File (GIF)

Java Applet

ActiveX Control

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 Types of Graphs
 Bar  Ma
p
Pie
 Bub
ble
 Are
a
 Fin
anc
 Lin e
e

 Don
 Sc ut
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 Bar Chart: Chart Gallery Tab
The Bar Chart task creates vertical, horizontal, or
3D block charts that compare numeric values or statistics
between different values of a chart variable.

Select
the type
of chart.

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Bar Chart: Columns Tab
Determines
the different
bars
in the chart.

Determines
the lengths Determines
of the bars. the number
of segments
in each bar.

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Bar Chart: Appearance Tab

Customize
the appearance
of the chart.

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Bar Chart: Advanced Tab
Specify how
to handle
missing
data and
zero values.

Select a statistic
whose value Select
determines the additional
length of each bar. statistics and
display options.

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 Default Output Format
ActiveX Control

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 Change the Default Output Format
Select Tools  Options  Results.

All graphs
produced
in the future
will have a
new default
output format.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Override the Default Output Format
 To change the default output format for a single
chart… …select a new
Graph image
format.

…right-click on the
task in the Project
window and select
Properties.
Copyright © 2003, SAS Institute Inc. All rights reserved.
...
...
 New Default Output Format
GIF File

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Creating Bar Charts
 This demonstration illustrates how to
use the Bar Chart dialog to create
graphs.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Building a Process Flow
Diagram
Demonstration

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Process Flow Diagram
 Use a Process Flow Diagram (PFD) to designate a
subset of tasks to run as a group rather than
individually.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Process Flow Diagram

Process Flow Diagram

area

Tasks and code

grouped by server

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Process Flow Diagram
Select
Add Task.

Select
the task.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Zoom and resize
Process Flow Diagram the diagram
for a better view.

Change
Run the or delete
process upon a task.
completion.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Running the Process Flow Diagram
 You can run a PFD from within a project or in batch
mode.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Building and Running
a Process Flow Diagram
 This demonstration illustrates how to
use the Process Flow Builder to create
a Process Flow Diagram.

Copyright © 2003, SAS Institute Inc. All rights reserved.

 Next Steps…
To gain access to SAS Software contact:
 Helpdesk
• Email [email protected]
• Call 0800 479 888

To learn more..
 SAS Education
• 2 Day course in Querying and Reporting using Enterprise Guide
3rd -4th June in the Wellington Office - Receive 60% Academic
Discount

 Free SAS Online Tutorials:

• http://www.sas.com/apps/elearning/elearning_courses.jsp
− Getting started with SAS
− Getting started with Enterprise Guide
Copyright © 2003, SAS Institute Inc. All rights reserved.
 Questions??
Copyright © 2003, SAS Institute Inc. All rights reserved. 168