This document contains SAS code to analyze transaction data from two time periods to categorize customer accounts into different segments. It cleans and transforms transaction data, joins additional data on customer tiers, and identifies key merchant categories like Air Canada and Marriott. The code then summarizes metrics like spend by customer segment and merchant to produce output for analysis.

1.
/* forty categories in final table. check tiers & tiers2 tables
for inconsistencies*/
libname mast "/iim/corp1/core/all/mast/test_data";
libname attr '/iim/corp1/core/prod/canada';
libname canroc "/iim/corp1/core/roc/canada";
libname usroc "/iim/corp1/core/roc/us";
proc contents data=attr.acct_attr;
run;
proc contents data=mast.mast_cm_canada;
run;
proc contents data=mast.mast_cid_canada;
run;
/*product*/
proc contents data=mast.mast_cm_canada;
run;
proc freq data= mast.mast_cm_canada;
tables Market_Product;
run;
%let period1 = 01NOV2014;
%let period2 = 01DEC2014;
/*first*/
data aeroplan_&period1.(keep=cg_id year month cv_mon rocs cif
market_product);
set mast.mast_cm_canada;
year=year(month);
where (month)="&period1"d;
run;
data aeroplan2_&period1.;
set aeroplan_&period1.;
length product $32.;
if (market_product) in ('Aeroplan/Gold','Aeroplan/Platinum',
'Aeroplan/Elite Gold') then

2. product = 'Cobrand';
else if (market_product) not in ('Aeroplan/Gold','Aeroplan/
Platinum', 'Aeroplan/Elite Gold')then
product = 'Other';
run;
proc freq data= aeroplan2_&period1.;
tables market_product;
run;
proc summary data=aeroplan2_&period1. nway noprint missing;
class cg_id month product;
output out=aeroplan2_&period1._summ (drop=_type_ _freq_)
sum(cif)= sum(rocs)= sum(cv_mon)=;
run;
/*second*/
data aeroplan_&period2.(keep=cg_id year month rocs cif cv_mon
market_product);
set mast.mast_cm_canada;
year=year(month);
where (month)="&period2"d;
run;
data aeroplan2_&period2.;
set aeroplan_&period2.;
length product $32.;
if (market_product) in ('Aeroplan/Gold','Aeroplan/Platinum',
'Aeroplan/Elite Gold') then
product = 'Cobrand';
else if (market_product) not in ('Aeroplan/Gold','Aeroplan/
Platinum', 'Aeroplan/Elite Gold')then
product = 'Other';
run;
proc summary data=aeroplan2_&period2. nway noprint missing;
class cg_id month product ;
output out=aeroplan2_&period2._summ (drop=_type_ _freq_)
sum(cif)= sum(rocs)= sum(cv_mon)=;
run;
proc sort data=aeroplan2_&period1._summ;
by cg_id product;
run;

3. proc sort data=aeroplan2_&period2._summ;
by cg_id product;
run;
/*transpose metrics*/
proc transpose data=aeroplan2_&period1._summ
out=aeroplan_&period1._cifs(drop=_:) prefix=prevcifs_;
by cg_id;
id product;
var cif ;
run;
proc transpose data=aeroplan2_&period2._summ
out=aeroplan_&period2._cifs(drop=_:) prefix=currcifs_;
by cg_id;
id product;
var cif ;
run;
proc transpose data=aeroplan2_&period1._summ
out=aeroplan_&period1._rocs(drop=_:) prefix=prevrocs_;
by cg_id;
id product;
var rocs ;
run;
proc transpose data=aeroplan2_&period2._summ
out=aeroplan_&period2._rocs(drop=_:) prefix=currrocs_;
by cg_id;
id product;
var rocs;
run;
proc transpose data=aeroplan2_&period1._summ
out=aeroplan_&period1._cv(drop=_:) prefix=prevcv_;
by cg_id;
id product;
var cv_mon;
run;
proc transpose data=aeroplan2_&period2._summ
out=aeroplan_&period2._cv(drop=_:) prefix=currcv_;
by cg_id;
id product;
var cv_mon;

4. run;
data merged;
merge aeroplan_&period1._cifs
aeroplan_&period2._cifs
aeroplan_&period1._cv
aeroplan_&period2._cv
aeroplan_&period1._rocs
aeroplan_&period2._rocs;
by cg_id;
run;
data merged2;
length type $32.;
set merged;
if (prevcifs_cobrand)> 0 and (currcifs_cobrand) >0 then type =
'organic'; else
if missing (prevcifs_cobrand) and missing (prevcifs_other) and
(currcifs_cobrand)>0 then type = 'new_new'; else
if (prevcifs_other) >0 and missing(prevcifs_cobrand) and
(currcifs_cobrand)>0 then type = 'new_expansion'; else
if missing(currcifs_cobrand) and (prevcifs_cobrand)>0 then type
= 'loss';
run;
/*portrfolio sheet*/
proc summary data=merged2 nway noprint missing;
class type;
output out = acct_summ (drop=_type_ rename=(_freq_ =
accounts))sum(currcifs_cobrand)= sum(currrocs_cobrand)=
sum(currcv_cobrand)=;
where type ne '';
run;
proc freq data= merged2;
tables type;
run;
libname mcidlib "/iim/corp1/core/all/master_cid";
/*tiers*/
proc contents data = attr.acct_attr;
run;

5. data tiers(keep=cg_id market market_product acct11 cd_no
mr_tier_cd mr_tier_class);
set attr.acct_attr;
where (market = 'canada' and market_product like ('Aero%'));
run;
/* Platinum cards that are tier W earners*/
data tiers;
set tiers;
if acct11 in ('37906354189', '37906354489',
'37906354789',
'37906355589', '37906355689',
'37906355789',
'37906355889',
'37906355989','37906244837',
'37906340579', '37906381766')
then
mr_tier_cd = 'W';
run;
/******************/
data tiers2;
set tiers;
if mr_tier_cd = 'W' then class=1; else
if mr_tier_cd = 'X' then class=.5;
run;
proc sort data=tiers2;
by acct11 cd_no;
run;
proc transpose data=tiers2 out=tiers2_summ(drop=_:)
prefix=tier_; /*some tier codes missing*/
by acct11 cd_no;
id mr_tier_cd;
var class;
run;
proc freq data= tiers;
tables cd_no;
run;
data acct_tiers(keep=cd_no tier_W tier_X acct11);

6. merge tiers2_summ
tiers2;
by acct11 cd_no;
run;
data acct_tiers;
set acct_tiers;
if tier_x = '' and tier_w='' then delete;
run;
data tiers_&period2.(keep=acct11 year month cd_no cv_mon rocs
cif market_product);
set mast.mast_cm_canada;
year=year(month);
where (month)="&period2"d and market_product in ('Aeroplan/
Gold','Aeroplan/Platinum', 'Aeroplan/Elite Gold');
run;
proc summary data=tiers_&period2. nway noprint missing;
class acct11 cd_no month market_product cif ;
output out=tiers2_&period2._summ (drop=_type_ _freq_) sum(rocs)=
sum(cv_mon)=;
run;
proc sort data=acct_tiers;
by acct11 cd_no;
run;
proc sort data=tiers2_&period2._summ;
by acct11 cd_no;
run;
data tiers_&period2._cv(keep=tier_: cd_no acct11 market_product
rocs cif cv_mon);
merge tiers2_&period2._summ (in=a)
acct_tiers (in=b);
by acct11 cd_no;
if a and b;
run;
/*inactive & active cif*/
proc summary data=tiers_&period2._cv nway noprint missing;
class market_product tier_: cif;
output out=product_&period2 (drop=_type_ rename=(_freq_ =
cifs))sum(cv_mon)= sum(rocs)= ;

7. run;
/* find merchants*/
/* air canada*/
/*proc sql ;
connect to sybase (user=user pass=pass server=IQAX) ;
create table aircan as select * from connection to sybase
( select dba_nm, se10 from dbo.se_char )
where upcase(dba_nm) like ('AIR CANADA%');
quit;*/
%include '~/.sasnetrc' ;
proc sql;
connect to teradata (user=&tduser server=edw pass=&tdpass
database=udw mode=teradata connection=global);
create table aircan as
select * from connection to teradata
(select dba_nm, se10
from udw.se_char
where dba_nm (NOT CASESPECIFIC) like ('AIR CANADA%')
);
disconnect from teradata;
quit;
data aircan2;
length senumber $10.;
set aircan;
where upcase(dba_nm) in
('AIR CANADA',
'AIR CANADA (EUROPE)',
'AIR CANADA (GLOBAL)',
'AIR CANADA IRELAND',
'AIR CANADA (LAC)',
'AIR CANADA (JAPA)',
'AIR CANADA (EMEA)',
'AIR CANADA (NORTH AMERICA)',
'AIR CANADA GUADALAJARA',
'AIR CANADA DENMARK',
'AIR CANADA FRANCE',
'AIR CANADA GERMANY',
'AIR CANADA ITALY',
'AIR CANADA NETHERLANDS'

8. 'AIR CANADA NORWAY',
'AIR CANADA SPAIN',
'AIR CANADA SWEDEN',
'AIR CANADA SWITZERLAND',
'AIR CANADA CHINA',
'AIR CANADA EGYPT',
'AIR CANADA TAIWAN',
'AIR CANADA COSTA RICA',
'AIR CANADA CZECH',
'AIR CANADA HUNGARY',
'AIR CANADA MALAYSIA',
'AIR CANADA POLAND',
'AIR CANADA SAUDI',
'AIR CANADA SINGAPORE',
'AIR CANADA THAILAND',
'AIR CANADA SAUDI ARABIA',
'AIR CANADA BAHRAIN',
'AIR CANADA OMANI',
'AIR CANADA QATAR',
'AIR CANADA KUWAIT',
'AIR CANADA JORDAN',
'AIR CANADA AUSTRALIA',
'AIR CANADA JAPAN',
'AIR CANADA HONG KONG',
'AIR CANADA U.K.',
'AIR CANADA UAE',
'AIR CANADA, CANADA',
'AIR CANADA TURKEY',
'AIR CANADA - AUSTRALIA'
'AIR CANADA OSAKA',
'AIR CANADA SHANGHAI OFFICE',
'AIR CANADA SUC.ARGENTINA');
senumber=se10;
run;
/*Marriott*/
/*proc sql;
connect to sybase (user=user pass=pass server=IQAX) ;
create table marriott as select * from connection to sybase
( select dba_nm, se10, city, state_cd, country_cd
from dbo.se_char )
where upcase(dba_nm) like ('%MARRIOTT HOTELS%')
or
upcase(dba_nm) like ('%JW MARRIOTT%') or
upcase(dba_nm) like ('%RENAISSANCE HOTELS%') or

9. upcase(dba_nm) like ('%COURTYARD BY MARRIOTT%') or
upcase(dba_nm) like ('%RESIDENCE INN%') or
upcase(dba_nm) like ('%SPRINGHILL SUITES%') or
upcase(dba_nm) like ('%FAIRFIELD INN%') or
upcase(dba_nm) like ('%TOWNEPLACE SUITES%');
quit;*/
proc sql;
connect to teradata (user=&tduser server=edw pass=&tdpass
database=udw mode=teradata connection=global);
create table marriott as select * from connection to teradata
( select dba_nm, se10, city, state_cd, country_cd
from udw.se_char
where dba_nm (NOT CASESPECIFIC) like ('%MARRIOTT
HOTELS%') or
dba_nm (NOT CASESPECIFIC) like ('%JW
MARRIOTT%') orf
dba_nm (NOT CASESPECIFIC) like
('%RENAISSANCE HOTELS%') or
dba_nm (NOT CASESPECIFIC) like ('%COURTYARD
BY MARRIOTT%') or
dba_nm (NOT CASESPECIFIC) like ('%RESIDENCE
INN%') or
dba_nm (NOT CASESPECIFIC) like
('%SPRINGHILL SUITES%') or
dba_nm (NOT CASESPECIFIC) like ('%FAIRFIELD
INN%') or
dba_nm (NOT CASESPECIFIC) like
('%TOWNEPLACE SUITES%')
);
disconnect from teradata;
quit;
proc sort data=marriott;
by dba_nm;
run;
data marriott2;
length senumber $10.;
set marriott;
where /*country_cd = '124' and*/ (city) not in ('NIAGARA FALLS',
'MONT TREMBLANT');
/*Marriott Canada only locations.
Niagara Falls, ON, Mont Tremblant, Quebec are not part of the
program*/

10. senumber=se10;
run;
/*Avis Budget Group*/
/*proc sql;
connect to sybase (user=user pass=pass server=IQAX) ;
create table abg as select * from connection to sybase
( select dba_nm, se10, city, state_cd, country_cd
from dbo.se_char )
where upcase(dba_nm) like ('%AVIS RENT%')
or upcase(dba_nm) like('%BUDGET RENT%')
or upcase(dba_nm) like('%AVIS BUDGET%');
quit; */
proc sql;
connect to teradata (user=&tduser server=edw pass=&tdpass
database=udw mode=teradata connection=global);
create table abg as select * from connection to teradata
( select dba_nm, se10, city, state_cd, country_cd
from udw.se_char
where dba_nm (NOT CASESPECIFIC) like ('%AVIS
RENT%') or
dba_nm (NOT CASESPECIFIC) like ('%BUDGET
RENT%') or
dba_nm (NOT CASESPECIFIC) like ('%AVIS
BUDGET%')
);
disconnect from teradata;
quit;
data abg2;
length senumber $10.;
set abg;
where country_cd in('840', '124'); /*US and Canadian Avis/Budget
locations*/
senumber=se10;
run;
/*cobrand cids*/
proc summary data=aeroplan2_&period2. nway noprint missing;
class cg_id product;
output out=cobrand_cids_&period2. (drop=_type_ _freq_);
where product = 'Cobrand';
run;

11. /*canada & us cv*/
data canroc_&period2.;
set canroc.trans_201412; /*define period2*/
where senumber not in ('0000000000','0000000001', '0000000002',
'0000000003', '');
run;
data usroc_&period2.;
set usroc.trans_201412; /*define period2*/
where senumber not in ('0000000000','0000000001', '0000000002',
'0000000003', '');
run;
proc sort data=canroc_&period2.;
by senumber;
run;
proc sort data=usroc_&period2.;
by senumber;
run;
data roc_&period2;
set usroc_&period2 canroc_&period2.;
run;
proc sort data=roc_&period2.;
by senumber;
run;
/*aircanada*/
proc sort data=aircan2;
by senumber;
run;
data ac_roc_&period2.(keep=cg_id procmon cv dba_nm);
merge roc_&period2. (in=a)
aircan2(in=b);
by senumber;
if a and b;
run;
proc summary data=ac_roc_&period2. nway noprint missing;
class procmon cg_id;

12. output out=ac_roc_summ_&period2. (drop=_type_
rename=(_freq_=rocs)) sum(cv)=;
run;
proc sort data=ac_roc_summ_&period2.;
by cg_id;
run;
proc sort data=cobrand_cids_&period2.;
by cg_id;
run;
data ac_cobrand_&period2.;
merge ac_roc_summ_&period2. (in=a)
cobrand_cids_&period2. (in=b);
by cg_id;
if a and b;
run;
proc summary data=ac_cobrand_&period2. nway noprint missing;
class procmon;
output out=ac_cobrand_&period2._summ (drop=_type_
_freq_)sum(rocs)=sum(cv)=;
run;
data ac_cobrand_&period2._summ;
length partner $64.;
partner="Air Canada";
set ac_cobrand_&period2._summ;
run;
/* avis budget group us & canada cv*/
proc sort data=roc_&period2.;
by senumber;
run;
proc sort data=abg2;
by senumber;
run;
data abg_roc_&period2.;
merge roc_&period2. (in=a)
abg2(in=b);
by senumber;
if a and b;

13. run;
proc summary data=abg_roc_&period2. nway noprint missing;
class procmon cg_id;
output out=abg_roc_&period2._summ (drop=_type_
rename=(_freq_=rocs)) sum(cv)=;
run;
proc sort data=abg_roc_&period2._summ;
by cg_id;
run;
proc sort data=cobrand_cids_&period2;
by cg_id;
run;
data abg_cobrand_&period2.;
merge abg_roc_&period2._summ (in=a)
cobrand_cids_&period2. (in=b);
by cg_id;
if a and b;
run;
proc summary data=abg_cobrand_&period2. nway noprint missing;
class procmon;
output out=abg_cobrand_&period2._summ (drop=_type_
_freq_)sum(rocs)= sum(cv)= ;
run;
data abg_cobrand_&period2._summ;
length partner $64.;
partner="Avis Budget Group";
set abg_cobrand_&period2._summ;
run;
/* marriott*/
proc sort data=marriott2;
by senumber;
run;
data mar_roc_&period2.;
merge canroc_&period2. (in=a)
marriott2(in=b);
by senumber;
if a and b;

14. run;
proc summary data=mar_roc_&period2. nway noprint missing;
class procmon cg_id;
output out=mar_roc_&period2._summ (drop=_type_ rename=(_freq_ =
rocs)) sum(cv)=;
run;
proc sort data=canroc_&period2.;
by cg_id;
run;
proc sort data=mar_roc_&period2._summ;
by cg_id;
run;
proc sort data=cobrand_cids_&period2.;
by cg_id;
run;
data mar_cobrand_&period2.;
merge mar_roc_&period2._summ (in=a)
cobrand_cids_&period2. (in=b);
by cg_id;
if a and b;
run;
proc summary data=mar_cobrand_&period2. nway noprint missing;
class procmon;
output out=mar_cobrand_&period2._summ (drop=_type_
_freq_)sum(rocs)=sum(cv)=;
run;
data mar_cobrand_&period2._summ;
length partner $64.;
partner="Marriott";
set mar_cobrand_&period2._summ;
run;
/* combine partners*/
libname aerolib "/iim/corp3/2014032_kmille_aeroplan";
data partners_cv (drop=rocs metric partner);
length metric label $64.;
set ac_cobrand_&period2._summ

15. abg_cobrand_&period2._summ
mar_cobrand_&period2._summ;
metric='cv';
label=strip(partner)||"_"||strip(metric);
run;
data partners_rocs (drop=cv metric partner);
length metric label $64.;
set ac_cobrand_&period2._summ
abg_cobrand_&period2._summ
mar_cobrand_&period2._summ;
metric='rocs';
label=strip(partner)||"_"||strip(metric);
run;
proc transpose data=partners_cv out=partners_cv(drop=_:) ;
by label;
id procmon;
var cv;
run;
proc transpose data=partners_rocs out=partners_rocs(drop=_:) ;
by label;
id procmon;
var rocs;
run;
data combined_&period2.;
set partners_rocs partners_cv;
run;
/*combine acct status*/
data cv_summ(drop=currrocs_cobrand currcifs_cobrand accounts
type metric);
length metric label $64.;
format month mmddyy10.;
set acct_summ;
metric = 'cv';
label=strip(type)||"_"||strip(metric);
month = "&period2"d;
run;
data rocs_summ(drop=currcv_cobrand currcifs_cobrand accounts
type metric);
length metric label$64.;

16. format month mmddyy10.;
set acct_summ;
metric='rocs';
label=strip(type)||"_"||strip(metric);
month = "&period2"d;
run;
data cifs_summ(drop=currcv_cobrand currrocs_cobrand accounts
type metric);
length metric $64.;
format month mmddyy10.;
set acct_summ;
metric='cifs';
label=strip(type)||"_"||strip(metric);
month = "&period2"d;
run;
data accounts_summ(drop=currcv_cobrand currrocs_cobrand
currcifs_cobrand type metric);
length metric $64.;
format month mmddyy10.;
set acct_summ;
metric='accounts';
label=strip(type)||"_"||strip(metric);
month = "&period2"d;
run;
proc transpose data=cv_summ out=cv_summ(drop=_:) ;
by label;
id month;
var currcv_cobrand;
run;
proc transpose data=rocs_summ out=rocs_summ(drop=_:) ;
by label;
id month;
var currrocs_cobrand;
run;
proc transpose data=cifs_summ out=cifs_summ(drop=_:) ;
by label;
id month;
var currcifs_cobrand;
run;
proc transpose data=accounts_summ out=accounts_summ(drop=_:) ;

17. by label;
id month;
var accounts;
run;
data combined2_&period2.;
set cv_summ rocs_summ cifs_summ accounts_summ combined_&period2;
run;
/*combine product*/
data product_cv_summ(drop=cifs rocs metric market_product tier_w
tier_x cif);
length metric label $64.;
format month mmddyy10.;
set product_&period2.;
metric = 'cv';
label=strip(market_product)||"_"||strip(metric)||"_"||
strip(tier_w)||"_"||strip(tier_x)||"_"||strip(cif);
month = "&period2"d;
run;
data product_cifs_summ(drop=cv_mon rocs metric market_product
tier_w tier_x cif);
length metric $64.;
format month mmddyy10.;
set product_&period2.;
metric = 'cifs';
label=strip(market_product)||"_"||strip(metric)||"_"||
strip(tier_w)||"_"||strip(tier_x)||"_"||strip(cif);
month = "&period2"d;
run;
data product_rocs_summ(drop=cv_mon cifs metric market_product
tier_w tier_x cif);
length metric $64.;
format month mmddyy10.;
set product_&period2.;
metric = 'rocs';
label=strip(market_product)||"_"||strip(metric)||"_"||
strip(tier_w)||"_"||strip(tier_x)||"_"||strip(cif);
month = "&period2"d;
run;
proc transpose data=product_cv_summ
out=product_cv_summ2(drop=_:) ;

18. by label;
id month;
var cv_mon;
run;
proc transpose data=product_cifs_summ
out=product_cifs_summ2(drop=_:) ;
by label;
id month;
var cifs;
run;
proc transpose data=product_rocs_summ
out=product_rocs_summ2(drop=_:) ;
by label;
id month;
var rocs;
run;
data aerolib.combined3_&period2.;
set product_cv_summ2 product_rocs_summ2 product_cifs_summ2
combined2_&period2;
run;
/*monthly*/
proc sort data=aerolib.combined3_01jan2014;
by label;
run;
proc sort data=aerolib.combined3_01feb2014;
by label;
run;
proc sort data=aerolib.combined3_01mar2014;
by label;
run;
proc sort data=aerolib.combined3_01apr2014;
by label;
run;
proc sort data=aerolib.combined3_01may2014;
by label;
run;

19. proc sort data=aerolib.combined3_01jun2014;
by label;
run;
proc sort data=aerolib.combined3_01jul2014;
by label;
run;
proc sort data=aerolib.combined3_01aug2014;
by label;
run;
proc sort data=aerolib.combined3_01sep2014;
by label;
run;
proc sort data=aerolib.combined3_01oct2014;
by label;
run;
proc sort data=aerolib.combined3_01nov2014;
by label;
run;
proc sort data=aerolib.combined3_01dec2014;
by label;
run;
data aerolib.final;
merge aerolib.combined3_01JAN2014
aerolib.combined3_01FEB2014 aerolib.combined3_01MAR2014
aerolib.combined3_01APR2014
aerolib.combined3_01MAY2014 aerolib.combined3_01JUN2014
aerolib.combined3_01JUL2014
aerolib.combined3_01AUG2014 aerolib.combined3_01SEP2014
aerolib.combined3_01OCT2014
aerolib.combined3_01NOV2014 aerolib.combined3_01DEC2014;
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run;

20.
Kenneth Miller
-------------------------------------
Corporate Insight and Analytics | RIM
Global Corporate Payments
AEDR - Phoenix
Email: kenneth.miller1@aexp.com | Office: 602.537.9687
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