11 chapter 3: getting started with tasks 3.1 introduction to tasks and wizards 3.2 creating a...

62
1 1 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and 3.1 Introduction to Tasks and Wizards Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Graph

Upload: gillian-hoover

Post on 26-Dec-2015

220 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

11

Chapter 3: Getting Started with Tasks

3.1 Introduction to Tasks and Wizards3.1 Introduction to Tasks and Wizards

3.2 Creating a Frequency Report

3.3 Generating HTML, PDF, and RTF Output

3.4 Creating a Graph

Page 2: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

2

Objectives Define a SAS Enterprise Guide task and wizard. Name one method of accessing tasks in

SAS Enterprise Guide. State the functions of common features in the task

dialog boxes.

2

Page 3: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

3

What Is a Task?A task is a specific type of analysis, report, or data manipulation that you can perform against data in a project.

A task is typically referenced by its description.

3

Page 4: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

44

Page 5: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

5

3.01 QuizSelect the Tasks menu in your SAS Enterprise Guide session. Which tasks might be the most helpful in working with your data?

5

Page 6: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

6

Associating a Task with DataTasks are usually associated with a particular data source in the project.

6

1.Highlight the data in the Project Tree.

2. Selecta task.

Page 7: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

7

Associating a Task with DataTasks can also be selected from the menu in the Data Grid.

7

Page 8: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

8

Tasks: Selection PaneEach task dialog box follows a similar format that includes a Selection pane that lists the options available for that task.

8

Selection Pane

Page 9: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

9

Tasks: DataSelect Data to assign variables to Task roles. Task roles define how the data is used to create the task result.

9

Help is displayedwhen a Task role

is selected.

Page 10: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

10

Tasks: Titles and FootnotesSelect Titles to add descriptive titles and footnotes.

10

Type customtitles or

footnotes.

Page 11: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

11

Tasks: PropertiesTask properties can be modified to rename the task, examine task attributes, and modify the output format.

11

Page 12: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

12

Task WizardsSelected tasks have a wizard format that can be used to set up the task results quickly.

12

Page 13: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

13

Working with Tasks

13

Task code, log, output data, and results are available for viewing and further analysis through tabs and menus.

Page 14: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

14

Working with Tasks

14

Tasks can be refreshed or modified from either the Project Tree, Process Flow, or the Results tab.

Page 15: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

1515

Page 16: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

1616

Chapter 3: Getting Started with Tasks

3.1 Introduction to Tasks and Wizards

3.2 Creating a Frequency Report3.2 Creating a Frequency Report

3.3 Generating HTML, PDF, and RTF Output

3.4 Creating a Graph

Page 17: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

17

Objectives Access the One-Way Frequencies task. Generate a one-way frequency report and bar chart.

17

Page 18: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

18

Business ScenarioOrion management wants a report that counts the number of products offered for each category.

18

Page 19: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

19

One-Way Frequencies TaskThe One-Way Frequencies task can be used to generate frequency counts, percentages, graphs, and statistical tests to analyze the distribution of your data.

19

Page 20: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

2020

Page 21: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

21

3.02 Multiple Choice PollHighlight any data source in the project and select Tasks Describe One-Way Frequencies. Which task role requires a variable assignment?

a. Analysis variables

b. Frequency count

c. Group analysis by

21

Page 22: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

22

3.02 Multiple Choice Poll – Correct AnswerHighlight any data source in the project and select Tasks Describe One-Way Frequencies. Which task role requires a variable assignment?

a. Analysis variables

b. Frequency count

c. Group analysis by

22

Page 23: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

23

One-Way Frequencies: Task RolesThe One-Way Frequencies task produces a one-way frequency report for each variable included in the Analysis variables role.

.

23

Page 24: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

24

One-Way Frequencies: Task RolesThe Group analysis role can be used to produce separate frequency reports for each unique value of a variable.

24

Page 25: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

2525

Page 26: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

26

3.03 QuizOpen the One-Way Frequencies task again by selecting Tasks Describe One-Way Frequencies. In the Tasks Roles window, select Help and read the description for the Frequency count role.

How many variables can be assigned to this role?

26

Page 27: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

27

3.03 Quiz – Correct AnswerOpen the One-Way Frequencies task again by selecting Tasks Describe One-Way Frequencies. In the Tasks Roles window, select Help and read the description for the Frequency count role.

How many variables can be assigned to this role?

1

27

Page 28: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

28

One-Way Frequencies: Additional OptionsUse additional options to customize the report or create a data set with frequencies and percentages.

28

Page 29: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

29

Generating a One-Way Frequency Report

Orion managers want a report that summarizes the number of products offered for each category.

29

Page 30: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

3030

Chapter 3: Getting Started with Tasks

3.1 Introduction to Tasks and Wizards

3.2 Creating a Frequency Report

3.3 Generating HTML, PDF, and RTF Output3.3 Generating HTML, PDF, and RTF Output

3.4 Creating a Graph

Page 31: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

31

Objectives List output format options. Compare the advantages of each output format.

31

Page 32: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

32

Business ScenarioOrion management wants to publish, in an HTML format on the intranet, the frequency report for product categories.

32

Page 33: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

33

Task Output FormatsBy default, SAS Enterprise Guide produces task results in SAS Report format. However you can also choose to generate HTML, PDF, RTF, or text output.

33

Page 34: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

34

SAS Report FormatThe SAS Report format enables you to combine multiple task results into a single report. This report can be viewed in SAS applications or exported as HTML, XML, or PDF files.

34

Banner image

Bar Chart task

One-WayFrequencies task

SummaryStatistics task

Page 35: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

3535

Page 36: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

36

3.04 Multiple Answer PollWhich output formats would you like to use in your work?

a. HTML

b. PDF

c. RTF

d. SAS Report

e. Text

36

Page 37: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

37

3.05 QuizWhat are some advantages of each format?

37

Page 38: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

38

3.05 Quiz – Correct AnswerWhat are some advantages of each format? HTML can be easily viewed by anyone who has a

browser. RTF can be included and edited in common word

processors. PDF is a good choice for printing and sharing static

copies of the report. SAS Report format is useful when you combine task

results or create reports to be viewed in other SAS applications.

Text is simple and familiar if you use the SAS Display Manager.

38

Page 39: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

39

Summary of Output Formats

39

HTML RTF PDF SAS Report

Text

Software required for viewing outside of SAS Enterprise Guide

Any browser (Internet Explorer)

Any word processor(Microsoft Word)

Adobe Reader

Other SAS applications

Any text viewer (Notepad)

Ability to combine results into a single document

Yes (Tools HTML Document)

No

(Only with code)

No

(Only with code)

Yes (File New Report)

No

(Only with code)

Ability to edit results in viewing software

No Yes No Yes Yes

Results formatted for printing

No Yes Yes Yes Yes

Page 40: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

40

Default Output FormatThe default output format can be set under Tools Options Results General. Custom options can also be set for each of the output formats.

40

Page 41: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

41

Overriding the Default Output FormatThe properties of individual tasks can be modified to override the default format and produce other types of results.

41

Page 42: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

42

Modifying Output Format

This demonstration illustrates modifying the properties of a task to produce HTML, PDF, RTF, or text output.

42

Page 43: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

4343

Chapter 3: Getting Started with Tasks

3.1 Introduction to Tasks and Wizards

3.2 Creating a Frequency Report

3.3 Generating HTML, PDF, and RTF Output

3.6 Creating a Graph3.6 Creating a Graph

Page 44: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

44

Objectives Name the types of graphs supported in

SAS Enterprise Guide. State the differences among the output formats that

are supported in SAS Enterprise Guide. Create a bar chart.

44

Page 45: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

45

Business ScenarioTo better understand the demographics of the Orion Star customers, management wants to see a comparison of average customer age by country.

45

Page 46: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

46

Graphs Using SAS Enterprise Guide

46

Page 47: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

47

Types of GraphsThe Graph menu includes all of the advanced graph tasks as well as the wizards.

47

Page 48: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

48

Output Formats for GraphsDifferent graph formats enable you to produce interactive and non-interactive results.

48

ActiveX andJava, bothinteractiveand image files

GIF, JPG,and PNG

EnhancedMetafile(EMF)

Page 49: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

4949

Page 50: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

50

3.08 Multiple Answer PollWhich types of graphs would you like to use to display your data?

a. Bar chart

b. Pie chart

c. Line plot

d. Scatter plot

e. Surface plot

f. Map

g. Other

50

Page 51: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

51

Bar Chart WizardThe Bar Chart wizard enables you to do the following:

1.select and filter the data

2.assign variables to roles

3.customize appearance

4.set titles and footnotes

51

Page 52: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

5252

Page 53: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

53

3.09 QuizAn example of a graph created with the Bar Chart wizard is shown below. What would you like to modify to further enhance the display?

53

Page 54: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

54

3.09 Quiz – Correct AnswerPossible modifications include the following:rounding values to the nearest dollarchanging the output formatadding more descriptive axis labelschanging the shapeof the barsusing fewer reference lines

54

Page 55: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

55

Bar Chart: Advanced ViewTo make further enhancements to the graph, you might need to open the task in Advanced View, which gives you access to additional options that are not available in the wizard.

After you run a task in Advanced View, you cannot switch back to the wizard.

55

Page 56: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

56

Bar Chart Task: Advanced ViewThe Advanced View of the Bar Chart task includes additional options, such as changing bar shape, formatting data values, and modifying reference lines.

56

Page 57: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

5757

Page 58: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

58

Setup for the Poll1. Open any data source in the project and select

Graph Bar Chart Wizard….

2. In step 2, choose any column for the Bars role and select Finish.

3. In the Project Tree or Process Flow, right-clickon the Bar Chart task icon and select Open Open in Advanced View….

58

Page 59: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

59

3.10 Multiple Choice PollWhich item from the Selection pane enables you to define custom colors for each of the bars?

a. Bar Chart

b. Bars

c. Layout

d. Advanced

59

Page 60: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

60

3.10 Multiple Choice Poll – Correct AnswerWhich item from the Selection pane enables you to define custom colors for each of the bars?

a. Bar Chart

b. Bars

c. Layout

d. Advanced

60

Page 61: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

61

Bar Chart Task: Final Results

61

Page 62: 11 Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output

62

Creating a Bar Chart

This demonstration illustrates howto use the Bar Chart task to create a graph.

62