Sas Add In For Microsoft Office Beginners

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Sas Add In For Microsoft Office Beginners

  1. 1. SAS Add-In for Microsoft Office – Beginners Overview<br />What is SAS Add-In for Microsoft Office?<br />SAS Add-In for Microsoft Office is a Component Object Model (COM) add-in that enables business users to transparently leverage the power of SAS data access, reporting and analytics directly from Microsoft Office via integrated menus and toolbars. After arriving at the desired results, users can publish the Office documents to relevant decision makers using native Office functionality, and the recipients can update the embedded results from the Office documents on demand and as needed. SAS Add-In for Microsoft Office is capable of accessing very large, server based data sources (bypassing the traditional 65,536 row data size limit of Excel 2003), analysing the data and returning results back to Microsoft Word, Excel or PowerPoint.<br />Introduction to Workshop Scenario<br />This workshop explores the SAS functionality available to the Microsoft Office user. The user will be taken through the steps of running existing SAS artefacts in the form of stored processes and reports as well as take them through the steps of creating a new report from scratch.<br />This workshop makes use of the Orion Star sample data source. Orion Star Sports & Outdoors is a fictitious retail company that sells sports and outdoor products.<br /><ul><li>Orion Start has retail stores in many countries throughout the world.
  2. 2. The company sells products in retail stores, through catalogue mail orders and over the Internet.
  3. 3. The company utilises the Orion Star Club to track purchases, enabling analyses of buying patterns and providing a basis for customer relationship management (CRM) activities and targeted product offerings.</li></ul>During the workshop you will be exposed to some of the functionality within Data Integration Studio that assists the developer with creating and managing integration tasks.<br />Using SAS Add-In for Microsoft Office<br /><ul><li> Invoke Microsoft Excel
  4. 4. Select Start -> Program -> Microsoft Office -> Microsoft Office Excel 2007. When using Office 2007, the SAS add-in functionality displays as a tab on the ribbon.
  5. 5. The Data Options Group is only available in Microsoft Excel and enables you to perform the following functions.
  6. 6. Open a SAS data source into a worksheet, a pivot table, or both
  7. 7. Select the variables to include in the output
  8. 8. Use a filter to subset the data
  9. 9. Sort the data
  10. 10. Set Olap options
  11. 11. The Active Data group enables you to perform the following functions:
  12. 12. Select the data with which you wish to work
  13. 13. Navigate through the rows of data
  14. 14. The Analyze Data & Group enables you to perform the following functions:
  15. 15. Analyse data by running SAS tasks and wizards
  16. 16. View and execute SAS Reports and SAS Stored Processes
  17. 17. Create SAS Favourites for quickly accessing content
  18. 18. The Current Selection group enables you to perform the following functions:
  19. 19. Refresh the SAS content
  20. 20. Modify the SAS content
  21. 21. Set the properties of a data source or the results of a report or analysis
  22. 22. Restore content that was deleted or not inserted
  23. 23. View the input data source
  24. 24. The Manage group provides choices that enable you to access the following functionality:
  25. 25. SAS style, publishing, and scheduling tools
  26. 26. SAS contents
  27. 27. Status of processes that create or refresh content
  28. 28. SAS add-in options
  29. 29. SAS add-in help
  30. 30. Open an existing SAS Stored Process
  31. 31. Select Reports in the Analyze Data & Report group
  32. 32. Navigate to SAS Folders -> Projects -> SUNZ -> AMO -> 4. Stored Processes
  33. 33. Select the Sales by Gender and Country stored process
  34. 34. Click Open
  35. 35. The stored process produces a Pie chart for every Gender with a breakdown of sales by Country on a new worksheet .
  36. 36. Right-mouse-click anywhere on the chart to explore the options available to modify the output
  37. 37. Change the Chart Type to a Vertical Bar chart by selecting Chart Type -> Vertical Bar Chart
  38. 38. Open an existing SAS Web Report Studio Report
  39. 39. Select Reports in the Analyze Data & Report group
  40. 40. Navigate to SAS Folders -> Projects -> Orion Sporting Goods Demo -> 2. Business Intelligence -> SAS Reports
  41. 41. Select the 1. Revenue Vs Targets report and
  42. 42. Click Open
  43. 43. The report opens in a new worksheet.
  44. 44. SAS Web Report Studio, Enterprise Guide and SAS Add-In for Microsoft Office supports the Report Object Model which allows reports created in Web Report Studio and Enterprise Guide to be opened in Add-In for Microsoft Office.
  45. 45. Recreate the report produced by the SAS Stored Process in Exercise 2
  46. 46. On the Active Data group select data by clicking on the drop down box and navigating to SAS Folders -> Projects ->SUNZ -> AMO -> 2. Information Maps
  47. 47. Select the Information Map called Orion Star TRP
  48. 48. This information map is a join between the Customer dimension table and the Order fact table.
  49. 49. Move all the available columns to the Selected variables windows
  50. 50. Click OK
  51. 51. On the Analyze Data & Report group, click on the Graph drop down menu and select Pie Chart
  52. 52. The Pie Chart wizard opens.
  53. 53. Select the Group Pie chart on the Pie Chart section
  54. 54. Select the Data section on the left and move the Country field to the Column to chart, the Gender field to Group pies by and the Total Retail Price to Sum of
  55. 55. On the Layout section change the Percentage to Inside, the Statistic value to Outside and the Group Layout to Across and 2 like the screenshot below
  56. 56. On the Legend section, change legend to Show Legend and South
  57. 57. Change the Chart Area properties to be the same as the screenshot below
  58. 58. Change the Title to Sales by Gender and Country and remove the Footnote
  59. 59. Click Run
  60. 60. Output similar to the SAS Stored process is produced.
  61. 61. On the SAS ribbon, Current Selection group click on the dropdown below the Refresh button
  62. 62. The user has two options
  63. 63. Refresh (to refresh the content on select worksheet) and
  64. 64. Refresh multiple to refresh all or select SAS content
  65. 65. Select Refresh multiple
  66. 66. This window gives a list of all the SAS Content as well as the last run time for each object. The user can select all or only selected objects to refresh.
  67. 67. Click Refresh
  68. 68. Send results to Microsoft Word
  69. 69. In the Manage group, select Tools -> Send To -> Microsoft Word
  70. 70. Only select the Pie Chart object
  71. 71. Click Send
  72. 72. Microsoft Word opens and with the Pie chart on the first page.
  73. 73. On the Page Layout page change orientation to landscape
  74. 74. Optional Exercise - Execute a SAS Stored Process from Microsoft PowerPoint
  75. 75. Open Microsoft PowerPoint
  76. 76. Choose a slide design
  77. 77. Select Reports in the Analyze Data & Report group
  78. 78. Navigate to SAS Folders -> Projects -> SUNZ -> AMO -> 4. Stored Processes
  79. 79. Select the Sales by Gender and Country stored process
  80. 80. Click Open
  81. 81. Right-mouse-click anywhere on the chart and select properties
  82. 82. On the Execution tab, check the Refresh on file open checkbox
  83. 83. The stored process will now be executed every time the user opens the file.
  84. 84. Select the View SAS Contents on the Manage group
  85. 85. A window opens which shows all the different types of SAS content in this workbook as well as when it was last executed.</li></ul>Advanced Exercise<br /><ul><li> Open the SUNZ cube into a Pivot table and answer the following questions:
  86. 86. Which country had the highest retail sales in the 4th quarter of 2001?
  87. 87. Which age group has the highest retail sales in the United Kingdom in the year 2000?

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