Sas Add In For Microsoft Office Business


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Sas Add In For Microsoft Office Business

  1. 1. SAS Add-In for Microsoft Office – Business<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 tasked to find answers to questions from a typical Sales and Marketing department in the Retail world.<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.
  5. 5. When using Office 2007, the SAS add-in functionality displays as a tab on the ribbon.
  6. 6. The Data Options Group is only available in Microsoft Excel and enables you to perform the following functions.
  7. 7. Open a SAS data source into a worksheet, a pivot table, or both
  8. 8. Select the variables to include in the output
  9. 9. Use a filter to subset the data
  10. 10. Sort the data
  11. 11. Set Olap options
  12. 12. The Active Data group enables you to perform the following functions:
  13. 13. Select the data with which you wish to work
  14. 14. Navigate through the rows of data
  15. 15. The Analyze Data & Group enables you to perform the following functions:
  16. 16. Analyse data by running SAS tasks and wizards
  17. 17. View and execute SAS Reports and SAS Stored Processes
  18. 18. Create SAS Favourites for quickly accessing content
  19. 19. The Current Selection group enables you to perform the following functions:
  20. 20. Refresh the SAS content
  21. 21. Modify the SAS content
  22. 22. Set the properties of a data source or the results of a report or analysis
  23. 23. Restore content that was deleted or not inserted
  24. 24. View the input data source
  25. 25. The Manage group provides choices that enable you to access the following functionality:
  26. 26. SAS style, publishing, and scheduling tools
  27. 27. SAS contents
  28. 28. Status of processes that create or refresh content
  29. 29. SAS add-in options
  30. 30. SAS add-in help
  31. 31. The user wants to find out which Product Group in the Shoes category has been the most successful for Orion Star.
  32. 32. Open Microsoft Excel
  33. 33. Select Open Data -> Into Worksheet from the Data Options group
  34. 34. Navigate to SAS Folders -> Projects ->SUNZ ->AMO -> 2. Information Maps
  35. 35. Select the Product Sales information map
  36. 36. Click Open
  37. 37. Move Product Group and Total Retail Price to the Selected variables window
  38. 38. On the Filter tab move Product Category to the Selected filters window
  39. 39. The information map has a pre defined filter which the user can use to select certain product categories.
  40. 40. Click OK
  41. 41. Select Shoes from the drop down prompt
  42. 42. Click Run
  43. 43. The first 5000 rows (by default) will be opened within the worksheet.
  44. 44. The user can navigate to the next 5000 or last records by making use of the Navigate buttons in the Active Data group.
  45. 45. Selecting the last button shows that there are 130869 rows in the dataset for the Shoes category.
  46. 46. Next we might want to sort the data by Product Group and Ascending order. We can make use of the Microsoft Excel sort functionality but because we are only viewing 5000 rows at a time the sort will only be perform on those rows. For this exercise we will make use of SAS’s sort routines.
  47. 47. Click on the Sort button on the Data Options group
  48. 48. The Information Map properties window will reopen.
  49. 49. On the Sort tab and select the Product Group column as the Sort by column from the drop down menu
  50. 50. Select Shoes on the Filter prompt
  51. 51. Click Run
  52. 52. The sorted rows are returned to Microsoft Excel.
  53. 53. Create a bar chart to show which Product Groups had the highest sales for the Shoes Category.
  54. 54. On the Active Data group select the Active Data drop down box and choose Select Data Source
  55. 55. Navigate to /SAS Folders/Projects/SUNZ/AMO/2. Information Maps and choose the Product Sales Information Map
  56. 56. Select Product Group and Total Retail Price columns for the Selected Variables windows and Product Category in the Selected Filters Window.
  57. 57. Choose Shoes at the Prompt of Which Product Category are you interested in?
  58. 58. Click Run
  59. 59. At this stage the data source is selected.
  60. 60. In the Analyze Data & Report group select Graph -> Bar Chart
  61. 61. On the Bar Chart section leave the default as Simple Vertical Bar
  62. 62. On the Data section, move Product Group to Column to chart and Total Retail Price to Sum of like the screenshot below
  63. 63. On the Layout section select Descending by Height at the Order option
  64. 64. Leave all other options as Blank and click Run
  65. 65. A Bar Chart is produces on a separate Worksheet.
  66. 66. At this stage the user can change the Chart Type and properties by right-mouse-clicking anywhere on the chart
  67. 67. Next we want to create a list report that contains a subset of the customer records – All the customer where the Customer Type are Orion Club Members inactive
  68. 68. On the Active Data group, select Select Data Source
  69. 69. Navigate to /SAS Folders/Projects/SUNZ/AMO/1. Source Tables
  70. 70. Select the CUSTOMER_DIM dataset
  71. 71. Click Open
  72. 72. On the Filter tab select Customer Type Name -> Equal to -> Orion Club members inactive
  73. 73. Click OK
  74. 74. On the Analyze Data & Report group select Describe -> List Data
  75. 75. On the Data section, move Customer First Name and Customer Last Name to List variables and Customer Country to Group Analysis by
  76. 76. Click Run
  77. 77. Click OK
  78. 78. The List Report opens
  79. 79. Change the appearance selecting the properties option on the Current Selection group
  80. 80. Select the Appearance tab
  81. 81. Change the Apply Style to Statistical and select the Refresh on OK checkbox
  82. 82. Click OK
  83. 83. Explore the Orion Star Cube to find answers to the following questions:
  84. 84. Which Country had the highest Retail Sales in the 4th quarter of 2006?
  85. 85. Which Age Group had the highest retail sales in the United Kingdom in 2005?
  86. 86. In the Data Options group choose Open Data -> Into Pivot Table
  87. 87.
  88. 88. Navigate to OLAP Severs -> SASApp -> Foundation
  89. 89. Choose the SUNZ Cube and click Open
  90. 90. Leave the defaults to open into a new worksheet
  91. 91. Click OK
  92. 92. Explore the Cube using standard Microsoft Excel Pivot table functionality to find answers to the questions.
  93. 93. There are different ways to arrive at the same answer:
  94. 94. The United States had the most sales in the 4th Quarter of 2006 at $1,479,848.50
  95. 95. The 15 to 30 years age group had the highest sales in the UK in 2005 at $687,088.62