SAS Add-In for Microsoft Office – Business

What is SAS Add-In for Microsoft Office?

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.

Introduction to Workshop ScenarioThis 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.

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.

Orion Start has retail stores in many countries throughout the world. The company sells products in retail stores, through catalogue mail orders and over the Internet. 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.

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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.

Using SAS Add-In for Microsoft Office1. Invoke Microsoft Excel

a. Select Start → Program → Microsoft Office → Microsoft Office Excel 2007. b. When using Office 2007, the SAS add-in functionality displays as a tab on the ribbon.

c.

The Data Options Group is only available in Microsoft Excel and enables you to perform the following functions.

i. Open a SAS data source into a worksheet, a pivot table, or bothii. Select the variables to include in the output

iii. Use a filter to subset the dataiv. Sort the datav. Set Olap options

d.

The Active Data group enables you to perform the following functions:i. Select the data with which you wish to work

ii. Navigate through the rows of data

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e.

The Analyze Data & Group enables you to perform the following functions:i. Analyse data by running SAS tasks and wizards

ii. View and execute SAS Reports and SAS Stored Processesiii. Create SAS Favourites for quickly accessing content

f.

The Current Selection group enables you to perform the following functions:i. Refresh the SAS content

ii. Modify the SAS contentiii. Set the properties of a data source or the results of a report or analysisiv. Restore content that was deleted or not insertedv. View the input data source

g.

The Manage group provides choices that enable you to access the following functionality:i. SAS style, publishing, and scheduling tools

ii. SAS contentsiii. Status of processes that create or refresh contentiv. SAS add-in optionsv. SAS add-in help

2. The user wants to find out which Product Group in the Shoes category has been the most successful for Orion Star.

a. Open Microsoft Excelb. Select Open Data → Into Worksheet from the Data Options group

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c. Navigate to SAS Folders → Projects →SUNZ →AMO → 2. Information Mapsd. Select the Product Sales information map e. Click Openf. Move Product Group and Total Retail Price to the Selected variables window

g. On the Filter tab move Product Category to the Selected filters window

The information map has a pre defined filter which the user can use to select certain product categories.

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h. Click OKi. Select Shoes from the drop down prompt

j. Click Run

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The first 5000 rows (by default) will be opened within the worksheet.

The user can navigate to the next 5000 or last records by making use of the Navigate buttons in the Active Data group.

k. Selecting the last button shows that there are 130869 rows in the dataset for the Shoes category.

3. 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.

a. Click on the Sort button on the Data Options group

The Information Map properties window will reopen.

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b. On the Sort tab and select the Product Group column as the Sort by column from the drop down menu

c. Select Shoes on the Filter prompt d. Click Run

The sorted rows are returned to Microsoft Excel.

4. Create a bar chart to show which Product Groups had the highest sales for the Shoes Category.a. On the Active Data group select the Active Data drop down box and choose Select Data

Sourceb. Navigate to /SAS Folders/Projects/SUNZ/AMO/2. Information Maps and choose the

Product Sales Information Map

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c. Select Product Group and Total Retail Price columns for the Selected Variables windows and Product Category in the Selected Filters Window.

d. Choose Shoes at the Prompt of Which Product Category are you interested in? e. Click Run

At this stage the data source is selected.f. In the Analyze Data & Report group select Graph → Bar Chart

g. On the Bar Chart section leave the default as Simple Vertical Barh. On the Data section, move Product Group to Column to chart and Total Retail Price to Sum

of like the screenshot below

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i. On the Layout section select Descending by Height at the Order option

j. Leave all other options as Blank and click Run

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A Bar Chart is produces on a separate Worksheet.

k. At this stage the user can change the Chart Type and properties by right-mouse-clicking anywhere on the chart

5. 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

a. On the Active Data group, select Select Data Sourceb. Navigate to /SAS Folders/Projects/SUNZ/AMO/1. Source Tables

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c. Select the CUSTOMER_DIM dataset

d. Click Opene. On the Filter tab select Customer Type Name → Equal to → Orion Club members inactive

f. Click OKg. On the Analyze Data & Report group select Describe → List Datah. On the Data section, move Customer First Name and Customer Last Name to List variables

and Customer Country to Group Analysis by

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i. Click Run

j. Click OK

The List Report opens

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k. Change the appearance selecting the properties option on the Current Selection groupl. Select the Appearance tabm. Change the Apply Style to Statistical and select the Refresh on OK checkbox

n. Click OK

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6. Explore the Orion Star Cube to find answers to the following questions:Which Country had the highest Retail Sales in the 4th quarter of 2006?Which Age Group had the highest retail sales in the United Kingdom in 2005?

a. In the Data Options group choose Open Data → Into Pivot Table

b. Navigate to OLAP Severs → SASApp → Foundationc. Choose the SUNZ Cube and click Open

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d. Leave the defaults to open into a new worksheet

e. Click OK

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f. Explore the Cube using standard Microsoft Excel Pivot table functionality to find answers to the questions. There are different ways to arrive at the same answer:

The United States had the most sales in the 4th Quarter of 2006 at $1,479,848.50

The 15 to 30 years age group had the highest sales in the UK in 2005 at $687,088.62

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