Delivering Multi-Sheet Excel Reports

from a Parameterized Stored Process

TU02

Richard DeVenezia, Independent Consultant

Harry Droogendyk, Stratia Consulting Inc.

Stored Process

• SAS code

• made available to wider audience– registered in the Metadata– accessible via different interfaces

• single version of the truth

• can be data processes

• create output, in this case ODS

Stored Process

• defined via Enterprise Guide– GUI interface– allows incremental development– run, review, modify– happy?

• register Stored Process in Metadata using EG wizard

• executed from EG, MS Add-in, Browser

The Data

• find it in Appendix A in the paper

• series of single answer questions relating to Travel satisfaction– randomly generated

• demographic information– gender, income level, city, country

• code reshapes data for ease of use

Define Library

• SAS Management Console– define library, import tables

Define Library

• verify in EG Explorer ( under Tools )

Define List Process

• under File, select New / Project

• from the Task List toolbar, drag Sort Data to the grid

Define List Process

• must first select a data source

• select SAS Servers, SASMain, Libraries and the Survey libname and the RESULTS dataset

Define List Process

• the SORT wizard appears, drag, Run

Define List Process

• completed SORT displays temporary data set

Define List Process

• after closing the data set, drag List Data to grid

Define List Process

• list wizard appears, drag, Run

Define List Process

Define Tabulate Process

• TABULATE procedure uses a different data source

• EG tries to anticipate our needs – wants to use output of previous step– saw this in the LIST process

• must force EG to use a new data set

Define Tabulate Process

• Server List in Task List toolbar

• drag dataset VECTOR3 to grid

Define Tabulate Process

• drag Summary Tables to grid

• report will be connected to the VECTOR3 data set

Define Tabulate Process

• drag fields to Summary Roles

Define Tabulate Process

• drag fields to Summary Tables

Define Tabulate Process

• drag fields to Summary Tables

Define Tabulate Process

• after Preview Code, click Insert Code

Define Tabulate Process

• have to pay attention !!!

Define Tabulate Process

• double-click and a small window opens

Define Tabulate Process

• scroll code window

Define Tabulate Process

• report appears

Define Pie Chart

• pie chart creation requires subsetting

• click the VECTOR3 data set to ensure it's active

• from the menu bar, Data, Filter and Query

• wizard appears

Define Pie Chart

Define Pie Chart• drag fields into the Select area• click Filter Data tab, New Filter icon

Define Pie Chart• define Filter criteria

Define Pie Chart• define Sort criteria and click Run

Define Pie Chart• define Pie Chart properties

Define Pie Chart

Creating the Stored Process

• creating a parameterized Stored Process was our goal– ability for end user to select what's displayed

• use the initial "listing" report we created– Open ( double click ) the List icon– Preview Code– Insert Code– add WHERE clause to PROC PRINT

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Creating the Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Executing a Stored Process

Multi-Sheet Output

• ODS ExcelXP tagsets do create multi-sheet Excel output

• requires Excel 2002 ( XP ) or 2003• unfortunately…. streaming output not

supported in v9.1.3• EG doesn't play well with XML either

• workaround available

Multi-Sheet Output

Multi-Sheet Output

Multi-Sheet Output

Conclusion

• EG provides an effective means of:• defining SAS processes• turning those processes into Stored

Processes• defining parameters for the STP

• streamed output does not support XML by default

• must define MIME type appropriately• what's in store for v9.2 ??

Thank you !

Richard A DeVeneziawww.devenezia.com

Harry Droogendykconf@stratia.ca

Acknowledgements:Rupinder Dhillion, Peter Eberhardt and

Vince DelGobbo