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Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith North Carolina State University, Raleigh, NC

Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Page 1: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Customize your SAS® Output with the Template Procedure:

A Beginning Tutorial

Carol GosselinNorth Carolina State University, Raleigh, NC

Joy Munk Smith

North Carolina State University, Raleigh, NC

Page 2: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Gosselin and Smith, SESUG 2000 2

Topics

• Review ODS • What are Templates?• Working with Predefined Templates• Creating your own Style and Table

Templates• Using your new templates

Page 3: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Gosselin and Smith, SESUG 2000 3

Review ODS

• Output object: A basic tabular or graphical representation of output. Made up of a data component and a template component.

• Data component: Collection of raw numbers and strings that make up the table or graph.

• Template component: A set of instructions that describe how ODS should format and present the raw data.

Page 4: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Available Output Destinations

Version 8.0• LISTING - classic SAS output

• HTML – Hyper Text Markup Language

• OUTPUT - SAS datasets

• PRINTER – postscript(ps) or printer control language(pcl)

Version 8.1 additions:• PRINTER – Adobe Acrobat(pdf)

• RTF - Rich Text Format(rtf)

Page 5: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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More about Output Destinations

• Output is sent to all open destinations.• LISTING is the only destination open by default.• HTML, PRINTER, and RTF, destinations must

be closed before the results can be used or viewed.

• Be sure to include a RUN and QUIT statement before closing a destination or the procedure output may not be sent to the destination.

Page 6: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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General HTML Example

ODS html file= ‘temp.htm’ ;

Sascode

Run; Quit;

ODS html close;

Page 7: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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General RTF Example

ODS rtf file=‘temp.rtf ‘;SascodeRun; Quit;ODS rtf close;

Compatible with WORD97 and above. Experimental in 8.0 production in 8.1. (Olinger 2000)

Page 8: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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General Postscript Example

ODS printer file=‘temp1.ps’ ps;

Sascode;

Run; Quit;

ODS printer close;

The ps option forces the creation of a postscript file no matter what printer driver you are using.

Page 9: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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ODS Trace Statement

ODS trace on; ODS trace on / listing;

ODS trace off; • Displays name, label, template, and path of

each output object generated. • The name displayed can be used to select

the output objects to be sent to any open destination.

Page 10: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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ODS Trace with Proc Freq

Ods trace on /listing;

Proc freq;

Tables ssrace;

Run;

Ods trace off;

Page 11: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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ODS Trace with Proc Freq

In the output window:Output Added:

Name: OneWayFreqs

Label: One-Way Frequencies

Template: Base.Freq.OneWayFreqs

Path: Freq.SRACE.OneWayFreqs

Also the proc freq results.

Page 12: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Gosselin and Smith, SESUG 2000 12

ODS Trace with Proc Glm

SAS code:

ODS trace on / listing;

Proc glm; class sresid;

Model satv=sresid;

Lsmeans sresid;

run;

Page 13: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Gosselin and Smith, SESUG 2000 13

ODS Trace with Proc Glm

Name Template

ClassLevels stat.glm.classlevels

Nobs stat.glm.nobs

Overallanova stat.glm.overallanova

Modelanova (ss1) stat.glm.modelanova

Modelanova (ss3) stat.glm.modelanova

Means stat.glm.lsmeans

Page 14: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Selecting Output Objects

• OVERALL and destination specific selection and exclusion lists determine which objects are sent to each destination.

Modifying Selection ListsExample: ODS html select onewayfreqs; ODS listing select all; (default) ODS listing exclude overallanova; ODS select all; (for OVERALL list)

Page 15: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Checking Selection Lists

To display selection lists: ODS destination SHOW;

For example: ODS html show;

• This command will print the selection and exclusion lists for the HTML destination and also the overall selection and exclusion lists.

Page 16: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Persist Option

• Selection/Exclusion lists are reset to their default settings at each program step boundary, unless the PERSIST option is specified.

Examples:

ODS html select onewayfreqs persist;

ODS listing select onewayfreqs persist;

ODS listing exclude overallanova persist;

Page 17: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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HTML Output Destination

Filename htmldoc "e:\student\ ";

ODS html path=htmldoc

File='table1.htm'

Contents='table1c.htm'

Frame='table1f.htm'

Style=styles.mystyle

Stylesheet= “style.css”(url=“style.css”);

Page 18: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Support for CSS

Note: In “ODS for Dummies” Olinger states “Use of style sheets will minimize the size of your HTML files. CSS support is experimental in release 8.0 and production in release 8.1”

Page 19: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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LISTING Destination

• Traditional SAS output• Open by default• Default selection list is ALL

Examples:

ODS listing; ODS listing close;

ODS listing select outputobject ;

ODS listing exclude outputobject ;

Page 20: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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ODS References

• Bryant, Muller, Pass, “ODS, Yes! Odious, No! – An Introduction to the SAS Output Delivery System.” SUGI 25 Proceedings, 2000. www.unc.edu/~lkbryant/intro_ods

• Olinger, C. R., “ODS for Dummies”, SUGI 25 Proceedings, 2000. www.sas.com/base/rnd

• SAS Institute, The Complete Guide to SAS Output Delivery, Version 8

Page 21: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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TEMPLATES

Page 22: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Table and Style Templates

Table and Style templates are the two main types of templates.

• Table templates provide instructions for formatting a single output object.

• Style templates provide presentation instructions for all output objects produced. Style templates create a consistent appearance of all SAS output.

Page 23: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Table Templates

• Many table templates are shipped with SAS and they are used for displaying the output objects.

• Table templates control data column order, column headers and footers, and data formatting.

• A table template can be bound to an output object in a data step.

Page 24: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Templates

Style Templates:• Control the look and feel of the whole SAS

job• There are 16 styles shipped with SAS 8.0Sample code:ODS html path= htmldoc file= ‘table1.htm’ style= styles.minimal;

Page 25: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Where are Templates Stored?

• Templates are stored in a new file type called “item stores”.

• Template stores can have read or update access.

• For obvious reasons, you should never provide update access to the template store that contains the SAS provided templates.

Page 26: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Where are these Template Stores?

SAS defines 2 template stores.• SASUSER.TEMPLAT(UPDATE)

This template store is listed first in the search path and it has update access so user created templates are stored here.

• SASHELP.TMPLMST(READ)

This template store has read only access and it contains the SAS provided templates. Do not provide update access to this file.

Page 27: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Providing Access to Template Stores

• The ODS PATH statement identifies template stores, defines search order, and assigns read/write permissions.

Default settings:

ODS path sasuser.templat(update)

sashelp.tmplmst(read);

Page 28: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Default Template Store Path

Code:

Ods path show;

Results in the Log Window with the default settings:

The current ODS path list is:

1. SASUSER.TEMPLAT(UPDATE)

2. SASHELP.TMPLMST(READ)

Page 29: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Storing Templates

• User created templates are stored in SASUSER.TEMPLAT because it is the first template store with update access in the path.

• This can be modified with the PATH statement.

• Never give write access to SASHELP.TMPLMST

Page 30: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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SettingTemplate Path

• ODS path work.temp(update) sashelp.tmplmst(read);

Note: You can use the work space and the template store will be temporary. If the template store does not exist it will be created.

Page 31: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Viewing Contents of Template Store

In the Results Window:• Right click on the Results

Folder and select Templates

• Double click on selected Template Store

• Double click on selected folder

• Double click on selected template. (or right click and select open, edit, delete, etc.)

Page 32: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Template Browser

Page 33: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Viewing Template Code: Method 2

To view the template code using SAS code:

Proc template;Source styles.minimal;Source styles.default;Run;

The template code will be printed in the log window.

Page 34: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Why Style Templates?

• Style templates are used to provide consistent appearance to all SAS output.

• Typically style templates control aspects like fonts and colors of foreground, background, text.

• Style templates can also provide instructions for adding graphics to every page.

Page 35: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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A Simple Style Template Definition

Proc Template; Define style styles.mydefault; Style Data / font_size=4; Style Header / font_face=italic; Style Systemtitle / background=white; End; This is a single “style definition” with 3 “style

elements” having one “attribute” each.

Page 36: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Template Syntax

• Define statement begins the style definition and requires a matching end statement. In the example, the style name is styles.mydefault .

• Style statements provide attributes for style elements. In the example, the style elements are data, header, and systemtitle.

Page 37: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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So you want to be an expert?

• Olinger(1999) states, “There are approximately sixty-five different style attributes that can be specified on a style element. For a complete list, refer to the documentation.”

• I counted 101 style elements in styles.default.

Can’t wait for the certification test on this!

Page 38: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Using Your New Style

Code:ODS html file=‘table1.htm’ style=styles.mydefault;SAS program statementsRun; Quit;HTML close;Explanation:The style= option on the ODS statement is used

to select a style template. If the requested template isn’t found the default will be used.

Page 39: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Element Attributes

• Font and color are two commonly set style element attributes.

• These will be covered at an introductory level in these slides and in our examples.

Page 40: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Defining Font Attributes

A font definition has the following format:

(“font-face1”,font-size, keyword list)

Font-face: If you specify more than one, the browser uses the first one installed on the system.

Font-size: Interpretation of font-size depends on the browser

Page 41: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Font Attributes (cont.)

Keywords:Font_weight:

medium, bold, demi_bold, extra_bold, light

Font_style:

italic, roman, slant

Font_width:

normal, compress, extra_compressed, narrow, wide

Page 42: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Font Attributes (cont.)

Code:

Style data / font=(‘Arial, Helvetica’,4,bold italic);

Style data / font_face=‘Arial, Helvetic’

font_size=4 font_style=italic font_weight=bold;

Explanation:

These two statements generate the same results.

Page 43: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Color Attributes

Some web safe colors (Template Tutorial)

Red=#FF0000 Brass=#B5A642

Green=#00FF00 Brown=#A62A2A

Blue=#0000FF Bronze=#8C7853

White=#FFFFFF Magenta=#FF00FF

Black=#000000 Copper=#B87333

Yellow=#FFFF00 Cadet Blue=#5F9F9F

Page 44: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Inheritance

Often the easiest way to create a template is to modify an existing template. This is done using inheritance.

There are two types of inheritance.1. “Style definition inheritance” uses the

PARENT= statement within a style definition.

2. “Style element inheritance” uses the FROM option on the STYLE statement.

Page 45: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Definition Inheritance

Code:Proc template;Define styles.mydefault; parent=styles.default;

When you use parent= all the style elements, attributes, and settings from the parent style are inherited.

Page 46: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Definition Inheritance

When using “style definition inheritance” you can:

1. Modify existing style elements

2. Add new style elements

Page 47: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Element Inheritance

Proc template;

Define styles.mydefault;

parent=styles.default;

Style document / attributes;

Style data from document / attributes;

Style header from footer / attributes;

End;

Page 48: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Element Inheritance

Using “style element inheritance” you can:

1. Inherit style elements from within the current definition.

2. Inherit style elements from the parent when a PARENT= statement is used.

Note: attributes are inherited from the parent if the style element doesn’t exist within the current (child) definition.

Page 49: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Style Element Inheritance

• Inherited style elements inherit all the attributes set in the parent.

• The style elements can be modified and added to.

Page 50: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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A Sample Table Template

Proc template;

Edit stat.glm.test as combined.tests;

Edit ss; format =7.2; end;

Edit ms; format =7.2; end;

Run;

Page 51: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Bind Template to Output Object

Data _null_; set object;

File print ods=(template=‘combined.test’);

Put _ods_;

Run;

Page 52: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Test Statement

Proc template;

Test data=data_set_name;

Run;

This code will test the most recently created template. Data set variable names must match template column names.

Page 53: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Delete Template

Proc template;

Delete combined.tests;

Run;

It may be desirable to delete your template if it has the same name as a SAS supplied template. Why? As long as you have a template with the same name as a default template, yours will be used.

Page 54: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Storing Your Table Templates

• Just like with style templates, your table templates will be stored in the first template store that has update access.

• You can use the work directory.

ODS path work.templat(update)

sashelp.tmplmst(read);

Templates would be stored temporarily. If work.templat doesn’t exist it will be created.

Page 55: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Using Your Template: Method 1

With the default path setting:

If your table template has the same name as a SAS Institute supplied template and is stored in SASUSER.TEMPLAT, it will be used instead of the Institute supplied template. This is because the template store SASUSER.TEMPLAT is searched before SASHELP.TMPLMST.

Page 56: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Using Your Template: Method 2

You can bind your template with the

output object in a data step using the

FILE statement with the ODS=

and TEMPLATE= options.

Page 57: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Using Your Template: Method 2

Code:data _null_; Input a b c;file print ods=( template=‘mytemplate’ columns=( col1=a col2=b col3=c ) );put _ODS_;Note:These 2 methods will be covered in the

examples.

Page 58: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Proc Template References

• Heffner(1998) “ODS: The DATA Step Knows”, SUGI 23 Proceedings, 1998.

• Olinger(2000), “Twisty Little Passages, All Alike—ODS Templates Exposed.”, SUGI25 Proceedings.

• SAS Institute, The Complete Guide to the SAS Output Delivery System, Version 8.

Page 60: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Proc Template Tutorial

http://www.sas.com/rnd/base/topics/templateFAQ

• Question and example format• Examples mostly modifying styles.default• Colors• Flyover, tool tips• Links• margins

Page 61: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

Sample ProgramsCarol Gosselin

Page 62: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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TABULATE Code Used in Examples

PROC TABULATE DATA = b

FORMAT = 8.0;

FORMAT senrstat $statfmt iof $ioffmt.;

CLASS senrstat iof;

TABLE iof ALL, SENRSTAT ALL;

TITLE 'Enrollment by Residency';

RUN;

Page 63: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Data Used in Examples

• Fictional student data containing the following variables:

• IOF – Residency (A=In-State, B=Out-of-State, C=International)

• SENRSTAT – Enrollment Status (1=New, 2=Transfer, 3=Continue, 4=Reenter)

Page 64: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Conclusion

PROC TEMPLATE is a powerful tool for modifying SAS output. It takes a significant amount of time to master PROC TEMPLATE, but creating simple templates is not hard.

Page 65: Customize your SAS® Output with the Template Procedure: A Beginning Tutorial Carol Gosselin North Carolina State University, Raleigh, NC Joy Munk Smith

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Contact Information

• Carol Gosselin -- [email protected]• Joy Munk Smith -- [email protected]

• Examples are available at:– http://www.stat.ncsu.edu/sas/ods/templates