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Introduction to theSAS

Business

Intelligence Client Tools

Course Notes

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Introduction to the SASBusiness Intelligence Client Tools Course Notes was developed by

Kari Richardson and Eric Rossland. Additional contributions were made by Mark Craver, Christine Vitron,

Bobbie Wagoner, and Kathy Wisniewski. Editing and production support was provided by the

Curriculum Development and Support Department. Hardware support was provided by the Education

Information Systems Department.

SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks

of SAS Institute Inc. in the USA and other countries. indicates USA registration.

Other brand and product names are trademarks of their respective companies.

Introduction to the SASBusiness Intelligence Client Tools Course Notes

Copyright 2004 by SAS Institute Inc., Cary, NC 27513, USA. All rights reserved. Printed in the

United States of America. No part of this publication may be reproduced, stored in a retrieval system,

or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without

the prior written permission of the publisher, SAS Institute Inc.

Book code 60366, course code SBIOVR_003, prepared date 09Nov04.

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For Your Information iii

Table of Contents

Course Description .......................... .......................... ........................... .......................... ........ vi

Prerequisites....................... ........................... .......................... ........................... ................... vii

General Conventions............................ ........................... .......................... ........................... . viii

Chapter 1 Introduction to the SAS

Intelligence Platform................................. 1-1

1.1 SAS Business Intelligence Overview ........................... .......................... ....................... 1-3

1.2 Business Intelligence Security............................ .......................... ........................... ..... 1-7

Chapter 2 Overview of the SAS

Business Intelligence Clients........................ 2-1

2.1 Introduction.............. ........................... ........................... .......................... ................... 2-3

2.2 BI Tools Java Clients....................... .......................... ........................... .................... 2-7

2.3 BI Tools Windows Clients............. .......................... ........................... ..................... 2-17

2.4 BI Tools Browser Clients........................... ........................... .......................... ........ 2-22

Chapter 3 Introduction to the Orion Star Data ................................................... 3-1

3.1 Overview....................... .......................... ........................... ........................... .............. 3-3

3.2 Data Models..... .......................... ........................... .......................... .......................... 3-12

3.3 Case Study ........................ .......................... ........................... .......................... ......... 3-16

Chapter 4 Overview of the SAS

Management Console.................................... 4-1

4.1 Introduction to the SAS Management Console....................................... ....................... 4-3

4.2 How SAS Management Console Works............ ........................... ........................... ...... 4-6

4.3 Introduction to SAS Management Console Plug-Ins ......................... .......................... 4-12

4.4 Working with the User Interface......... ......................... ......................... ...................... 4-15

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iv For Your Information

Chapter 5 Using SAS

ETL Studio ...................................................................... 5-1

5.1 SAS ETL Studio Overview......... ........................... ............................ .......................... 5-3

5.2 The SAS ETL Studio Interface .......................... ........................... .......................... ..... 5-9

5.3 Advanced SAS ETL Studio Features (Self-Study) ........................ ............................ .. 5-84

5.4 Solutions to Exercises........ .......................... ........................... ........................... ........ 5-91

Chapter 6 SAS

OLAP Cube Studio.................................................................... 6-1

6.1 Overview of SAS OLAP Cube Studio........................... ............................ ................... 6-3

6.2 SAS OLAP Cube Studio Interface ........................ ........................... .......................... 6-17

6.3 SAS OLAP Cube Studio and Microsoft Excel......................... ........................... ........ 6-44


Chapter 7 Working with SAS

Stored Processes............................................... 7-1

7.1 An Overview of Stored Processes............... .......................... ........................... ............. 7-3

7.2 Creating and Registering a Stored Process............................ .......................... ............ 7-17

7.3 Creating a Stored Process from a SAS ETL Studio Job (Self-Study).......................... 7-33


Chapter 8 SAS

Enterprise Guide

3................................................................... 8-1

8.1 New Features of SAS Enterprise Guide 3....... .......................... .......................... .......... 8-3

8.2 Exploring SAS Enterprise Guide...................................... ......................... ................... 8-9

8.3 Using the Stored Process Manager .......................... .......................... ......................... 8-24

8.4 Working with OLAP Cubes in SAS Enterprise Guide........... ......................... ............. 8-42

Chapter 9 Using SAS

Add-In for Microsoft Office............................................. 9-1

9.1 Overview of the SAS Add-In for Microsoft Office........................ ................................ 9-3

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For Your Information v

9.2 Using the SAS Add-In for Microsoft Office................. .......................... ....................... 9-6


Chapter 10 SAS

Information Map Studio .......................................................... 10-1

10.1 Overview of the SAS Information Map Studio ......................... ......................... ......... 10-3

10.2 Using SAS Information Map Studio.............. .......................... .......................... ....... 10-12

10.3 Solutions to Exercises........ .......................... ........................... ........................... ...... 10-52

Chapter 11 Using SAS

Web Report Studio....................................................... 11-1

11.1 Overview of SAS Web Report Studio....... ............................ ........................... ........... 11-3

11.2 Using SAS Web Report Studio.................................... ........................... .................... 11-5

11.3 Solutions to Exercises.......................... .......................... ........................... ................11-27

Chapter 12 Using SAS

Information Delivery Portal.......................................... 12-1

12.1 Overview of the SAS Information Delivery Portal ........................ ......................... ..... 12-3

12.2 Using the SAS Information Delivery Portal ......................... ......................... ............ 12-14

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vi For Your Information

Course Description

This training provides participants with a hands-on overview of features in SAS 9 in the areas of

foundation technologies, data warehousing, intelligent storage and business intelligence.

To learn more

A full curriculum of general and statistical instructor-based training is available

at any of the Institutes training facilities. Institute instructors can also provide

on-site training.

For information on other courses in the curriculum, contact the SAS Education

Division at 1-919-531-7321, or send e-mail to [email protected]. You can also

find this information on the Web at support.sas.com/training/ as well as in the

Training Course Catalog.

For a list of other SAS books that relate to the topics covered in this

Course Notes, USA customers can contact our SAS Publishing Department at

1-800-727-3228 or send e-mail to [email protected]. Customers outside the

USA, please contact your local SAS office.

Also, see the Publications Catalog on the Web at support.sas.com/pubs for a

complete list of books and a convenient order form.

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For Your Information vii

Prerequisites

None.

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viii For Your Information

General Conventions

This section explains the various conventions used in presenting text, SAS language syntax, and examples

in this book.

Typographical Conventions

You will see several type styles in this book. This list explains the meaning of each style:

UPPERCASE ROMAN is used for SAS statements and other SAS language elements when they

appear in the text.

italic identifies terms or concepts that are defined in text. Italic is also used for

book titles when they are referenced in text, as well as for various syntax and

mathematical elements.

bold is used for emphasis within text.

monospace is used for examples of SAS programming statements and for SAS character

strings. Monospace is also used to refer to variable and data set names, fieldnames in windows, information in fields, and user-supplied information.

select indicates selectable items in windows and menus. This book also uses icons

to represent selectable items.

Syntax Conventions

The general forms of SAS statements and commands shown in this book include only that part of the

syntax actually taught in the course. For complete syntax, see the appropriate SAS reference guide.

PROC CHARTDATA = SAS-data-set;

HBAR| VBARchart-variables;

RUN;

This is an example of how SAS syntax is shown in text:

PROCand CHART are in uppercase bold because they are SAS keywords.

DATA= is in uppercase to indicate that it must be spelled as shown.

SAS-data-set is in italic because it represents a value that you supply. In this case, the value must bethe name of a SAS data set.

HBARand VBARare in uppercase bold because they are SAS keywords. They are separated by avertical bar to indicate they are mutually exclusive; you can choose one or the other.

chart-variablesis in italic because it represents a value or values that you supply.

represents optional syntax specific to the HBAR and VBAR statements. The anglebrackets enclose the slash as well as optionsbecause if no options are specified you do not include

the slash.

RUNis in uppercase bold because it is a SAS keyword.

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For Your Information ix

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x For Your Information

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Chapter 1 Introduction to theSASIntelligence Platform

1.1 SAS Business Intelligence Overview..........................................................................1-3

1.2 Business Intelligence Security ....................................................................................1-7

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1-2 Chapter 1 Introduction to the SAS Intelligence Platform

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1.1 SAS Business Intelligence Overview 1-3

1.1 SAS Business Intelligence Overview

3

What Is Business Intelligence?Business Intelligence is a set of software tools andapplications that enable business users and analysts tointeract with their company data in an easy, efficient, andeffective manner.

SAS Business Intelligence includes

a set of client applications designed for a specific typeof business or analyst

SAS server processes designed to provide specific

types of services for the client applications a centralized metadata management facility.

4

Multiple Tier Environment

The SAS Intelligence Platform consists of a multiple tierenvironment that is typically represented by the

client tier

middle tier

server tier.

ClientClient

TierTier

MiddleMiddle

TierTier

ServerServer

TierTier

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5

Client TierIn the most basic terms, if an application is installed onthe machine that the user is sitting at, that machine is the

client tier.

There are three different types of SAS client applications.

JavaJavaClientsClients

run in a Java runrun in a Java run--time environment (JRE) and aretime environment (JRE) and areinstalled on the machine where they will be used.installed on the machine where they will be used.

WindowsWindows

ClientsClientsrun in the Microsoft Windows environment and arerun in the Microsoft Windows environment and are

installed on the machine where they will be used.installed on the machine where they will be used.

...

BrowserBrowser

ClientsClientsrun in a Web browser by connecting to a Javarun in a Web browser by connecting to a Java

Application Server orApplication Server or ServletServlet Container on the middleContainer on the middle

tier. Only the Web browser is installed on the localtier. Only the Web browser is installed on the localmachine.machine.

The SAS Business Intelligence (BI) client tools cannot execute SAS code on their own. They have to

request code submission and other services from a SAS server.

6

Middle TierThe middle tier is where the Web applications reside and

execute. This tier also contains the infrastructure thatsupports the execution of these applications, such as the

Java Application Server or the Java Servlet Container

SAS Web Infrastructure Kit (WIK)

webDAV server.

Java Application Server orJava Servlet Container

Java Application Server or

Java Servlet Container

SAS Web Infrastructure KitSAS Web Infrastructure Kit

webDAV ServerwebDAV Server

WebDAV (Web-Based Distributed Authoring and Versioning) is a set of extensions to the HTTPprotocol that allows users to collaboratively edit and manage files on remote Web servers.

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1.1 SAS Business Intelligence Overview 1-5

7

Server TierThe server tier is the machine where one or moreSAS servers is installed and accessed by the BI tools.

There are different types of SAS servers, including:

MetadataMetadata

ServerServerenables centralized metadata delivery andenables centralized metadata delivery and

management to SAS applications across themanagement to SAS applications across theenterprise.enterprise.

WorkspaceWorkspace

ServerServerexecutes SAS code on behalf of the clientexecutes SAS code on behalf of the client

applications.applications.

...

Stored ProcessStored Process

ServerServerexecutes and delivers results from SAS Storedexecutes and delivers results from SAS Stored

Processes.Processes.

OLAP ServerOLAP Server deliversdelivers presummarizedpresummarized cubes of data to OLAPcubes of data to OLAPclients.clients.

8

SAS Intelligence Platform

ClientTier

MiddleTier

ServerTier

SAS ETL StudioSAS OLAP Cube StudioSAS Management ConsoleSAS Information Map Studio

Web Infrastructure KitWeb Infrastructure Kit

Java ServletContainer

Java Servlet

ContainerwebDAVServer

webDAV

Server

HTTP ServerHTTP Server SDKSDK

SAS Enterprise GuideSAS Add-In for Microsoft Office

SAS Web Report Studio

SAS Information Delivery Portal

Workspace

Server

WorkspaceServer

Stored Process

Server

Stored ProcessServer

OLAP

Server

OLAPServer

MetadataServer

MetadataServer

SAS9Foundation

SAS9Foundation

SAS/CONNECTServer

SAS/CONNECTServer

This is simplified diagram of the SAS Intelligence Platform.

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9

xxxxSAS InformationDelivery Portal

xxxxSAS Web

Report Studio

xxxSAS Add-In forMicrosoft Office

xxxxSAS Enterprise

Guide

xxxSAS Information

Map Studio

xxSAS OLAP

Cube Studio

xxxSAS ETL Studio

SAS/

CONNECTServer

OLAPServer

Stored

ProcessServer

WorkspaceServer

MetadataServer

SAS Foundation Servers

Client Application

Clients Use of Foundation Servers

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1.2 Business Intelligence Security 1-7

1.2 Business Intelligence Security

11

Security ConceptsIn the SAS Intelligence environment, security consists of:

AuthenticationAuthentication the process of verifying the identity of athe process of verifying the identity of a

person or process within the guidelinesperson or process within the guidelines

of a specific security policyof a specific security policy

AuthorizationAuthorization the process of determining whichthe process of determining which

permissions the user has for whichpermissions the user has for which

resources.resources.

...

Authentication is a prerequisite for authorization.

12

Security Concepts

An authentication provider is a technology that serversor applications can use to verify that users are who theysay they are.

By default, the authentication provider for a SAS server is

the host operating system of the machine on which theserver is running.

The SAS Metadata Server and SAS OLAP Server can also use alternative authentication providers.SAS Web applications run under third-party servers that can use a variety of authentication providers.

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Chapter 2 Overview of theSASBusiness Intelligence Clients

2.1 Introduction ..................................................................................................................2-3

2.2 BI Tools Java Clients.................................................................................................2-7

2.3 BI Tools Windows Clients .......................................................................................2-17

2.4 BI Tools Browser Clients.........................................................................................2-22

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2-2 Chapter 2 Overview of the SAS Business Intelligence Clients

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2.1 Introduction 2-3

2.1 Introduction

3

Client Tier ReviewIn the most basic terms, if an application is installed onthe machine that the user is sitting at, that machine is theclient tier.

There are three types of SAS client applications.

Java Clients


Windows Clients


Browser Clients

SAS Web Report StudioSAS Information Delivery Portal

...

4

Information ConsumersPower UsersIT SupportBusiness Analyst (Jacques)

No DBMS or programming

Strong Excel

Ad hoc queries

OLAP

Create reports

Publish reports

Custom reports

Understands business metrics

IT Admin (Ahmed)

Useradministration

Reportingadministration

Softwareadministration

Report Administrator(Robert)

Report Builder

Schedule reports

Monitor queue

Business Viewmanager

Understandsphysicaldata model

SQL programmer

Data Modeler(Marcel)

Power User (Gloria)

Some DBMS and programming Strong Excel

Ad hoc queries

Custom reports

Modeling

Analytics

Detail data Understands business domain

Business Intelligence Personas

Operational Consumers

Sales

Marketing

Customer Service

Finance Tech Support

C-level Execs

Annotation

E-mail

Middle Management(Henri)

Drill down Manipulation

Annotation

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5

IT Support

IT Admin (Ahmed)

Useradministration

Reportingadministration

Softwareadministration

Report Administrator(Robert)

Report Builder Schedule reports Monitor queue

Business Viewmanager

Understandsphysicaldata model

SQL programmer

Data Modeler(Marcel)

BI Clients Used by Information Technology

SAS InformationMap Studio

SAS ETL Studio

SAS Management Console

...


These slides represent an example of which BI tools might be used by each group and does notserve as a recommendation.

6

Power Users

BI Clients Used by Power Users

SAS ETL Studio

SAS Enterprise Guide

SAS Add-In forMicrosoft Office SAS OLAP Cube Studio

...

SAS InformationMap Studio


Business Analyst (Jacques)

No DBMS or programming

Strong Excel

Ad hoc queries

OLAP

Create reports

Publish reports Custom reports

Understands business metrics

Power User (Gloria)

Some DBMS and programming

Strong Excel

Ad hoc queries

Custom reports

Modeling

Analytics

Detail data

Understands business domain

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2.1 Introduction 2-5

7

Information Consumers

Operational Consumers

Sales Marketing Customer Service Finance Tech Support

C-level Execs

Annotation

E-mail

Middle Management(Henri)

Drill down

Manipulation

Annotation

BI Clients Used by Information Consumers

SAS Add-In forMicrosoft Office


...

SAS InformationDelivery Portal

8

SAS Display ManagerThe traditional SAS windowing environment, SAS DisplayManager, is still available in SAS9 to develop and runSAS programs.

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9

SAS Enterprise GuideSAS programs can also be developed using thepoint-and-click interface in SAS Enterprise Guide.

10

SAS 9.1 BI ClientsThe remainder of this chapter is a quick introduction to thebusiness intelligence client tools in SAS9.

All of the tools will be covered in-depth in the followingchapters:

SAS Management Console Chapter 4

SAS ETL Studio Chapter 5

SAS OLAP Cube Studio Chapter 6

SAS Enterprise Guide Chapter 8

SAS Add-In for Microsoft Office Chapter 9

SAS Information Map Studio Chapter 10

SAS Web Report Studio Chapter 11

SAS Information Delivery Portal Chapter 12

SAS Stored Processes will be discussed in Chapter 7.

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2.2 BI Tools Java Clients 2-7

2.2 BI Tools Java Clients

12

BI Tools Java Clients

SAS Java clients run in a Java run-time environment

(JRE) and are installed on the machine where they will beused.

Client Tier




13


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14

SAS Management ConsoleThe SAS Management Console provides a singleinterface for many administrative tasks for the SAS

System. Specific administrative tasks are supported byplug-ins tothe SASManagementConsole.

15

Metadata Manager Plug-InThe Metadata Manager plug-in provides a mechanismto control the SAS Metadata Server.

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16

Data Library Manager Plug-InData resources can be identified and managed using theData Library Manager plug-in.

By identifying data sources in metadata, the administrator has the ability to control access and change

the location of data sources without changing the applications that use the data. Resources, tables, reports,

and stored processes can be secured by user or by group.

17

User Manager Plug-In

The User Manager plug-in is used to define and manageusers and groups.

A user can be a member of one or more groups.

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18

Stored Process Manager Plug-InThe Stored Process Manager plug-in is used to registerstored processes, which are a special kind of SAS

program that can be run from a variety of SAS9 clients.

Many properties can be specified when defining a SAS program as a stored process, including where it

should run, where the program is stored, the name of the program, and how the results of the program will

behave.

19

Server Manager Plug-In

SAS servers and spawners can be defined, configured,and managed using the Server Manager plug-in.

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22

SAS ETL Studio WizardsSAS ETL Studio Wizards can simplify common tasks forthe user including the definition of source and target

tables and the creation of OLAP cubes.

...

23

SAS ETL Studio Process EditorThe Process Editor provides a graphical user interface(GUI) for designing the jobs and creating the SAS codefor loading the tables in the data warehouse.

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24

SAS ETL Studio Source EditorThe Source Editor is used for viewing and editing the SAScode created for the jobs designed in the Process Editor.

25

SAS OLAP Cube Studio

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26

SAS OLAP Cube StudioSAS OLAP Cube Studio is used to create OLAP cubes.The Cube Designer provides a point-and-click interface

for cube creation.

The same Cube Designer is also available in SAS ETL Studio.

27

SAS OLAP Cube StudioSource tables can be defined in SAS OLAP Cube Studiousing the same Source Designer found in SAS ETLStudio.

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30

SAS Information Map StudioAn information map can create relationships betweentables and organize data efficiently for end users.

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2.3 BI Tools Windows Clients 2-17

2.3 BI Tools Windows Clients

32

BI Tools Windows Clients

SAS Windows clients run in the Microsoft Windows

environment and are installed on the machine where theywill be used.

Client Tier

SAS ETL StudioSAS OLAP Cube Studio

SAS Management ConsoleSAS Information Map Studio



33

SAS Enterprise Guide

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34

SAS Enterprise GuideSAS Enterprise Guide Version 3 has been completelyredesigned to be more intuitive and easier to navigate.

35

SAS Enterprise Guide and SAS StoredProcessesSAS Enterprise Guide can be used to run SAS StoredProcesses and is the preferred method for creating them.

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36

SAS Enterprise Guide and OLAPSAS Enterprise Guide also provides a powerful viewerfor displaying OLAP cubes and navigating through the

dimensions.

37

SAS Add-In for Microsoft Office

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38

SAS Add-In for Microsoft OfficeThe SAS Add-In for Microsoft Office provides access toSAS data sets from Excel.

39

SAS Add-In for Microsoft OfficeThe SAS Add-In for Microsoft Office provides manyoptions, including the ability to subset and/or sort data.

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40

SAS Add-In for Microsoft OfficeThe SAS Add-In for Microsoft Office also allows SASStored Processes to be run on a server and the results

returned toeither Excelor Word.

SAS does not need to be installed on the local machine in order to access SAS data sets or SAS Stored

Processes using the SAS Add-In for Microsoft Office.

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2.4 BI Tools Browser Clients 2-23

44

SAS Web Report StudioSAS Web Report Studiois a Web-based,

wizard-drivenreporting tool.

SAS Web Report Studio requires data to be defined in an Information Map and does not work directly

with a data table. Both tabular reports and graphs can be created using the Report Wizard or the Report

Builder.

45

SAS Web Report Studio Creating Reports

The Report Wizard uses a step-by-step process to helpcreate a report.

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46

SAS Web Report Studio Viewing Reports

47

SAS Information Delivery Portal

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50

SAS ID Portal Pages and PortletsThe pages and portlets of the SAS Information DeliveryPortal can surface all types of information including

information maps stored processes

reports.

51

SAS ID Portal CustomizationThe SAS Information Delivery Portal can be customizedwith logos, company colors, and so on.

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Chapter 3 Introduction to theOrion Star Data

3.1 Overview .......................................................................................................................3-3

3.2 Data Models ................................................................................................................3-12

3.3 Case Study..................................................................................................................3-16

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3-2 Chapter 3 Introduction to the Orion Star Data

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3.1 Overview 3-3

3.1 Overview

3

Course DataThe data used in thiscourse is from Orion StarSports & Outdoors, which

is a fictitious retail company selling sports andoutdoor products

has retail stores in many countries throughout theworld

sells products in retail stores, through catalog mailorders, and over the Internet

utilizes the Orion Star Club to track purchases,enabling analyses of buying patterns and providinga basis for CRM activities and targeted productofferings.

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4

Orion Star OrganizationThe Orion Star organization hierarchy has several levels:

country

company

department

group.

The United States hosts the headquarters as well as most of the administrative functions. Each country

has a retail company associated with it, and all offices were operational within the whole time range of

the data (1998 through early 2003) except the Belgian office, which opened in 1999.

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3.1 Overview 3-5

5

Orion Star EmployeesInformation stored for each employee includes:

employee ID

job title

hire date

terminationdate

address

gender

salary.

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6

Approximately 5,500 different sports and outdoorsproducts are offered at Orion Star. The products are

organized intothe hierarchy of:

product

line

productcategory

productgroup

product.

Orion Star Merchandise

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3.1 Overview 3-7

7

Orion Star MerchandiseEach product has a cost and sales price. Price changehistory is maintained by recording start and end dates

for each price.

All prices arein U.S. dollars.

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8

Orion Star CustomersOrion Star has approximately 100,000 customers spreadacross many countries. Customer address information is

stored in anumber oftables andincludes

street

city

state

postal code

country.

Customer names, as well as street addresses, are fictitious, but real city names, county/region names, and

country names are used.

This data is controlled by means of pointers (ID columns), as is often seen where geographical data is

gathered from official sources that are maintained externally to the organization. This approach facilitates

changes to information such as postal codes and street names.

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3.1 Overview 3-9

9

Orion Star OrdersMost of the approximately 750,000 orders are sales toOrion Star Club members for whom customer information

is recorded.

Each ordercontains oneor more order

lines (one lineper productpurchased).

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10

Orion Star SuppliersAll of the Orion Star products have a pointer to a supplier.There are 64 suppliers, based in different countries, but

only onesupplierper product.

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3.1 Overview 3-11

11

Orion Star Information ConsumersThere are many people and groups at Orion Star who useSAS software, including

information systems business users

management andC-level executives.

The Information Systems Department has built a data warehouse by extracting data from Online

Transactional Processing Systems (OLTP) and Enterprise Resource Planning (ERP) systems, as

well as data from external sources.

The business users use the data warehouse

to create data marts

to perform advanced analyses

for querying and reporting.Management and C-level executives use the SAS Business Intelligence tools to access the informationstored in the data warehouse.

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3.2 Data Models

13

Orion Star Data ModelsThe Orion Star data is organized two ways:

NormalizedNormalized

(relational)(relational)

modelmodel

represents the extracts from OLTP,represents the extracts from OLTP,

ERP, and other systems. This data canERP, and other systems. This data can

be transformed, cleansed, and loadedbe transformed, cleansed, and loaded

into a data warehouse.into a data warehouse.

DimensionalDimensional

modelmodelrepresents a data warehouse thatrepresents a data warehouse that

consists of a star schema design. Thisconsists of a star schema design. This

data is well suited for use in businessdata is well suited for use in business

intelligence applications and for ad hocintelligence applications and for ad hocquerying and reporting.querying and reporting.

...

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3.2 Data Models 3-13

14

The Normalized (Relational) Data Model

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The normalized data model contains a number of Start_Dateand End_Datecolumns that are used

to ensure an accurate history of changes. Therefore, an item can exist more than once in a particular tablebut only once within a particular time interval.

The Product and Organization tables are organized hierarchically. They use product-level and

organization-level IDs to determine the placement of an entity within the appropriate hierarchy.

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3.2 Data Models 3-15

15

The Dimensional Data Model

The dimensional data model is the result of an ETL (Extract, Transform, and Load) process and represents

one possible data mart. The dimensional model is a star schema with a fact table that contains orders. The

dimension tables represent data for time, geography, customers, products, suppliers, and employees.

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4-4 Chapter 4 Overview of the SAS Management Console

4

What Is the SAS Management Console?SAS Management Console's single interface can be usedto perform the administrative tasks required to create and

maintain an integrated environment rather than using aseparate administrative interface for each application inyour enterprise intelligence environment.

5

Tasks Managed by SAS Management ConsoleSAS Management Console can be used to manage avariety of tasks, including

server definitions

library definitions user definitions

resource access controls

metadata repositories

SAS licenses

job schedules

XMLMaps.

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4.1 Introduction to the SAS Management Console 4-5

6

Metadata DefinitionsSAS Management Console manages resources andcontrols them by creating and maintaining metadata

definitions for each resource or control.

The metadata definitions createdin SAS Management Console arestored in a repository on a SASMetadata Server, where they areavailable for other applicationsto use.

SAS Metadata Server

7

SAS Metadata ServerThe SAS Metadata Server is a multiuser server thatsurfaces metadata from one or more repositories toSAS Open Metadata Interface client applications via

the SAS Open Metadata Architecture.

The SAS Open Metadata Architecture enables

separate applications to exchange metadata

centralized management of an organization'smetadata resources.

The SAS Open Metadata Architecture is a general-purpose metadata management facility that providescommon metadata services for applications.

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4.2 How SAS Management Console Works 4-7

10

Metadata ProfileWhen SAS Management Console is invoked, a metadataprofile is selected that specifies

the metadata server to which metadata definitions willbe written

the active metadata repository

information required to connect to the metadataserver.

When a metadata profile is defined, the server to which the application connects is specified along with

the user ID it uses to connect to the server. When an application opens a metadata profile, it has access

to the metadata on the specified server based on the security credentials of the user ID under which theconnection was made.

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11

Connecting to SAS Metadata Servers


Metadata server DataServMetadata repository MainReposUser ID - sastest

Metadata Profile

Metadata Server DataServ

MetadataRepository

MainRepos

ARepos

BRepos

Metadata Server DevServ

...

After you open the metadata profile to connect to the metadata server, you can begin using the

SAS Management Console to create metadata definitions. As you create definitions, they are stored

in the active repository on the metadata server.

12

Connecting to SAS Metadata Servers

Each metadata server can contain multiple repositories,and the SAS Management Console can be used to storedefinitions in any of the repositories.

The active repository is the repository that is currentlyselected and is receiving metadata definitions from the

application.

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4.2 How SAS Management Console Works 4-9

13

RepositoriesSAS Management Console can be used to set upa hierarchy of repositories on the metadata server,

consisting of different repository types including:

FoundationFoundation

RepositoriesRepositoriesspecify the parent repository for all otherspecify the parent repository for all other

repositories on the server. Thisrepositories on the server. This

repository contains resource definitionsrepository contains resource definitions

that are used throughout the enterprise.that are used throughout the enterprise.

ProjectProject

RepositoriesRepositoriesspecify development repositories thatspecify development repositories that

can be used for change management.can be used for change management.

...

A project repository is a development repository that has dependencies on a foundation or customrepository.

In addition to these two repository types, a third type can also be defined:

Custom

Repositories

specifies repositories that are dependent on the foundation repository or other

custom repositories and accesses and uses resources from the parent(s).

A repository that is dependent upon another repository inherits metadata from the repository on which itis dependent.

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4.3 Introduction to SAS Management Console Plug-Ins

19

SAS Management Console Plug-InsSAS Management Console plug-ins are Java files thatprovide specific administrative functions by creatingspecific types of metadata definitions.

SAS Management Console includes a standard set ofplug-ins. Additional plug-ins can be installed to accessand manage other SAS or third-party applications.

20

SAS Management Console Plug-Ins

SAS Management Console plug-ins are grouped intotwo main categories:

Environment Managementplug-ins for configuring SAS resources such asservers, metadata, libraries, and users

Application Managementplug-ins for configuring SAS applications.

When a plug-in is installed, it is added automatically

to the appropriate category.

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4.3 Introduction to SAS Management Console Plug-Ins 4-13

21

SAS Management Console Plug-InsSome of the plug-ins provided with SAS ManagementConsole include:

AuthorizationAuthorizationManagerManager

defines access rules to control how usersdefines access rules to control how usersand groups can access metadata definitions.and groups can access metadata definitions.

Data LibraryData Library

ManagerManagercreates definitions for SAS libraries andcreates definitions for SAS libraries and

database schemas.database schemas.

MetadataMetadata

ManagerManagerprovides functions for defining metadataprovides functions for defining metadata

repositories on the active server, managingrepositories on the active server, managing

resource templates, and creating jobs toresource templates, and creating jobs to

promote or replicate a metadata repository.promote or replicate a metadata repository.

ScheduleSchedule

ManagerManager

allows you to create schedules for runningallows you to create schedules for running

jobs created in SAS ETL Studio.jobs created in SAS ETL Studio.

...

Additional plug-ins include:

Server Manager creates definitions for servers, including SAS application servers, database

servers, and enterprise servers.

User Manager creates definitions for users and user groups.

License Manager allows you to view information about the SAS licenses installed on a machine, as

well as details about the machine.

XMLMap Manager allows you to import and create XMLMaps, which are XML files that describe

how the SAS XML LIBNAME engine should interpret XML markup.

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22

Plug-In InformationBecause each plug-in has its own functions, theSAS Management Console menu bar and toolbar change

whenever you select a node within the navigation tree.

Different nodes within a single plug-in can activatedifferent menu items and tools.

The Help for each plug-in is only available when the plug-in is active. For example, in order to view the

Help for the Metadata Manager plug-in, you must first select the Metadata Manager plug-in or an object

inside the plug-in in the navigation tree.

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4.4 Working with the User Interface 4-15

4.4 Working with the User Interface

24

SAS Management Console User Interface

Menu bar

Toolbar

Context bar

Navigation tree

Display area

Status line.

The SAS Management Console user interface consistsof six major parts:

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26


Toolbar

...

The toolbar provides a set of five standard tools for

moving up one level in the navigation tree

opening the selected object

copying

pasting

deleting.

In addition, plug-ins can also add tools to the toolbar. The tools that are specific to a plug-in are only

available when the plug-in is selected in the navigation tree. The plug-in can also provide different toolsdepending on the object that is selected under the plug-in. Refer to the Help on each of the plug-ins for

more information about plug-in tools.

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27


Context Bar

...

The context bar identifies the active repository, which is the metadata repository to which you are

storing metadata definitions. You can select the repository that you want to access from the Repository

drop-down list.

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28


Navigation Tree

...

The navigation tree displays an organized list of all of the installed plug-ins and the objects that are

associated with each plug-in. The plug-ins are organized into two main categories:

Environment Management contains plug-ins for defining metadata that applies to the overall

SAS environment (such as servers, libraries, and metadata repositories).

Application Management contains plug-ins for defining metadata that applies to specific

applications.

Selecting a plug-in icon in the navigation tree activates the plug-in and displays information for that

plug-in in the display area. To display the objects associated with the plug-in in the navigation tree,click the plus sign next to the plug-in icon to expand its contents (not all plug-ins are expandable).

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29


DisplayArea

...

The display area is used to display detailed information about objects selected in the navigation tree. The

information displayed depends not only on the object selected in the navigation tree, but also on the plug-

in that is active. Some plug-ins (such as the User Manager) utilize the display area for entering metadata.

If you select an object (plug-in or other object) in the navigation tree that contains sub-folders, the display

area lists the folders. If you select a folder in the navigation tree, the display area lists the objects that arecontained in the folder.

If you select an object in the navigation tree that does not contain any sub-folders, the display areadisplays any metadata definitions that are associated with that object. For example, if you select a server

definition in the navigation tree, the display area lists all of the connections that have been defined for the

server.

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30


Status Line

...

The status line, at the bottom of the SAS Management Console window, displays the following

information:

number of objects selected or the number of objects contained in the currently selected folderor plug-in

domain and user ID defined in the metadata profile used to log on to the active metadata server

machine and port number of the active metadata server.

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3. Enter the username and password provided by the instructor.

The values shown above will be different than those used in class.

The SAS Management Console opens:

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Define a SAS Data Library

4. Expand the Data Library Managerplug-in.

5. Right-click on SAS Librariesand select New Libraryfrom the pop-up menu. The New LibraryWizard opens.

6. Select SAS Base Engine Libraryas the type of library to define.

Select .

7. Specify Orion Star Gold Libraryas theName

of the new library.

Select .

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8. Specify the properties of this library:

a. Type orgoldin the Libreffield.

b. Select to add a new path to the list of available items.

c. In the New Path Specification window, select .

Using the button only allows you to browse the machine where the SAS

Management Console is running. If the path is located on a different server, it must be

typed in manually.

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d. In the Browse window, navigate to C:\Workshop\winsas\sbip\Orion_Star_15AUG03\orgold .

Select .

e. Select in the New Path Specification window.

f. Verify that is path is now in the Selected itemslist.

Select .

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9. If prompted, select SASMainas the SAS Application server.

Select .

10.Review the settings:

Select .

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11.The new library should now appear in the display area of SAS Management Console.

12.To view the LIBNAME statement that will be created from the metadata, right-clickOrion Star Gold Libraryand select Display Libname.

Select .

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32

Register Metadata for Existing TablesWhen you create metadata to define a library in the SASManagement Console, you define the library only and not

any tables that it contains.

To import metadata to define an existing data source, usethe Source Designer.

33

Source DesignerThe Source Designer is a wizard-driveninterface that enables you to define thephysical layout of existing tables using a

data dictionary or metadata informationfrom the source system.

The result of running the Source Designersuccessfully is a metadata registrationthat describes the data source.

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Register Metadata for Existing Tables

This demonstration shows how to register the metadata for the tables in the Source Tables Library.

1. To invoke the Source Designer, right-click Orion Star Gold Libraryand select ImportTables.

2. Select SASMainas the server to connect to, because it is the server where the data resides.

3. Enter the user name and password provided by the instructor.

Select .

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6. Review the settings.

Select .

7. The tables are now listed in the display area of SAS Management Console.

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Set the Authorization Level for the New Library

The metadata about libraries and tables are available to all users by default; however, access to the data

within a table is not. Permissions must be added for the desired users or group of users to be able to viewthe data within a specific table or all tables in a specific library.

8. To set permissions for all tables in the new library, right-click Orion Star Gold Libraryandselect Properties.

9. When the Properties window opens, select Authorization.

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10.On the Authorization tab, grant the Read permission to the PUBLIC group by selecting theappropriate check box.

11.Select to save the changes.

12.Select FileExitto close SAS Management Console.

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Chapter 5 Using SASETL Studio

5.1 SAS ETL Studio Overview............................................................................................5-3

5.2 The SAS ETL Studio Interface .....................................................................................5-9

5.3 Advanced SAS ETL Studio Features (Self-Study) ....................................................5-84

5.4 Solutions to Exercises ...............................................................................................5-91

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5-2 Chapter 5 Using SAS ETL Studio

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5.1 SAS ETL Studio Overview 5-3

5.1 SAS ETL Studio Overview

3

What Is SAS ETL Studio?SAS ETL Studio, a Java application, is a visual designtool that helps organizations quickly build, implement,and manage ETL processes from source to destination,regardless of the data sources or platforms.

Users can standardize metadata across the organizationand perform in-depth transformations with minimalprogramming or manual work to meet enterprise dataintegration requirements and to support business andanalytic intelligence.

4

What Is SAS ETL Studio?

SAS ETL Studio enables you to perform the followingtasks:

the Extraction of data from operational data stores

the Transformation of this data

the Loading of the extracted data into your datawarehouse or data mart.

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An Example of working with change-management in SAS ETL Studio

The following is a general description of what it is like to work under change-management control in

SAS ETL Studio.

When you open a metadata profile whose default repository is change-managed, metadata in the

change-managed repository is displayed in the Inventory tree and the Custom tree. Metadata in theProject repository is displayed in the Project tree.

The Project tree contains any metadata that has been checked out of the change-managed repositoryand any new metadata objects that have been added.

Typically, users will not have the appropriate privilege to directly add or update metadata directly ina change-managed repository. You must check metadata objects out of and into the change-managed

repository.

To update an existing metadata object that is under metadata source control, use the Inventory tree orthe Custom tree to check out the object from the change-managed repository. The object will appearin the Project tree, where you can update the object's metadata.

After an object has been checked out by one person, it is locked so that it cannot be updated by

another person until the object has been checked back in. You do not have to check out a library in order to add metadata about a table in that library.

If two or more parent objects share a common object such as a table, a primary key, a note, or adocument, and you check out one of these parent objects, only you will be able to check out the

other parent objects that share the common object. (Other users will not be able to access the

common object that you have checked out, and the shared object is required in order to check outa parent object that uses that shared object.) For example, suppose that two jobs use the same source

table. If you check out Job 1, only you will be able to check out Job 2.

When you add a new metadata object, it goes directly into the Project repository. The object willappear in the Project tree, where you can update the object's default metadata.

The Fetch option is used to get a copy of a metadata object for testing purposes. The copied object is

not checked out, so the original object is not locked. The copied object can be modified, but it cannotbe checked in. Fetched items will remain in the Project repository until they are deleted.

When you are finished working with all objects in the Project repository (and the Project tree), usethe Check In feature to remove the objects from the Project repository and store them in the change-

managed repository. A check-in operation checks in all of the metadata objects that are in the Project

repository. You cannot check in some objects and leave other objects in the Project repository,

therefore it may be convenient to work with small sets of related objects in the Project repository.

To remove a metadata object from the Project repository, use the Delete option or the Undo CheckOut option. To remove a metadata object from both the Project repository and the change-managedrepository, use the Destroy option.

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7

SAS ETL Studio: Data Surveyor WizardsOptional Data Surveyor wizards can be licensed thatprovide access to the metadata in enterprise applications,

such as PeopleSoft

SAP R/3

Siebel

Oracle Applications.

8

SAS ETL Studio: Metadata CWM CompliantThe metadata maintained by SAS ETL Studio is CWM(Common Warehouse Metamodel) compliant andportable to other CWM-compliant applications. Likewise,

metadata from other CWM-compliant applications (that is,data modeling tools) can be imported easily into SAS ETLStudio.

For example, you could use a data modeling tool to create a model for a set of tables, save the model inCWM format, and then use the Metadata Importer wizard to import the model into a metadata repository.

In SAS ETL Studio, you could view the properties of each table and verify that the appropriate metadata

was imported. The tables could then be used in SAS ETL Studio jobs.

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9

SAS ETL Studio: Data QualitySAS ETL Studio is fully integrated with the data qualitysoftware from DataFlux Corporation. Both products now

use the same Quality Knowledge Base (QKB), whichcontains rules, routines, and schemes necessary tointegrate data quality into the ETL process.

The Process Library in SAS ETL Studio contains two data quality transformation templates: Create

Match Code and Apply Lookup Standardization. These templates enable you to increase the value

of your data through data analysis and data cleansing.

10

Extending SAS ETL Studio Functionality

The SAS ETL Studio functionality is extended by Javaplug-ins packaged with the product.

Further extensions can be implemented by

writing additional plug-ins(Java programming required)

using the Transformation Generator Wizard(no Java programming required).

For details about creating your own Java plug-ins, see the plug-in appendix to the SASETL Studio

User's Guide.

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5.2 The SAS ETL Studio Interface 5-9

5.2 The SAS ETL Studio Interface

14

SAS ETL Studio: The InterfaceSAS ETL Studio is a Java client developed to control theETL process. The interface has several ease-of-usefeatures including

copy and paste in any text field

multiple windows can be open at one time (includingmultiple process flow diagrams)

Windows look and feel

wizard-driven interfaces.

15

Tools, Menus, and Online Help

SAS ETL Studio takes full advantage of toolbars and pull-down menus. The icons available on the toolbar dependon which window is active from within the interface.

Menus andTools

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16

The Shortcut BarOne of the most significant features of SAS ETL Studiois the new

process-drivenfunctionality.

Processes areavailable via a

Shortcut bar onthe far left sideof the mainSAS ETL Studiowindow.

Shortcut Bar

17

The Shortcut BarThe Shortcut bar is populated with icons for each task anETL user would typically perform, including:

Source DesignerSource Designer defines metadata about thedefines metadata about the

source(s) for a process.source(s) for a process.

Metadata ImporterMetadata Importer imports metadata from otherimports metadata from other

applications.applications.

Metadata ExporterMetadata Exporter exports metadata to be used byexports metadata to be used by

other applications.other applications.

Process DesignerProcess Designer defines metadata about the ETLdefines metadata about the ETL

processes.processes.

...

continued...

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18

The Shortcut Bar

Target DesignerTarget Designer defines metadata about thedefines metadata about the

target table(s) to be created bytarget table(s) to be created by

the process.the process.

OptionsOptions provides numerous options forprovides numerous options for

the SAS ETL Studio user tothe SAS ETL Studio user to

customize the look and feel of thecustomize the look and feel of the

application.application.

...

19

Tree ViewThe SAS ETL Studio Tree View enables you to

view the metadataassociated with

the currentmetadatarepository

display differentviews or trees

of the currentrepository.

Tree View

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20

Tree ViewThere are several tabs available in the tree view area:

...

continued...

Inventory TreeInventory Tree lists the metadata objects in thelists the metadata objects in thedefault metadata repository (anddefault metadata repository (and

any dependant repositories),any dependant repositories),

organized byorganized by predeterminedpredetermined

groupings.groupings.

The items in the Inventory tree view are grouped according to a set of predefined groups that an ETL user

will typically define from within SAS ETL Studio (tables, OLAP cubes, jobs, and so on).

21

Tree View

...

continued...

Custom TreeCustom Tree lists the metadata objects in thelists the metadata objects in the

default metadata repositorydefault metadata repository

(and any dependant(and any dependant

repositories), organized byrepositories), organized by

useruser--defineddefined groupings ofgroupings of

objects.objects.

The items in the Custom tree view are grouped according to whatever groups the ETL user has defined

(Source Tables, Target Tables, Sales Cubes, and so on). These groups could be determined by object

types, intended uses for the objects, data marts, lines of business, and so on.

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22

Tree View

Process Library TreeProcess Library Tree lists the available datalists the available datatransformations to be used intransformations to be used in

the ETL process.the ETL process.

...

Selecting one of the transformations creates a template in the process view, with drop zones into which

the user may drag-and-drop items.

Addititional tabs may be available in the tree view area depending on the selected options andsettings.

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23

Process Library TreeThe Process Library tree displays a collection oftransformation templates.

There are four collections (folders) of templates that areprovided with SAS ETL Studio:

Analysis

Data Transforms

Output

Publish.

The Analysis folder in the Process Library tree includes the following templates:

Correlations creates an output table containing correlation statistics

Correlations Report creates an HTML report containing summary correlation statistics

Distribution Analysis creates an output table containing a distribution analysis

Distribution Analysis Report creates an HTML report containing a distribution analysis

Frequency an output table containing frequency information

Frequency Report creates an HTML report containing frequency information

Summary Statistics creates an output table containing summary statistics

Summary Statistics Report creates an HTML report containing summary statistics

Summary Tables Report creates an HTML report containing summary tables

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The Data Transforms folder in the Process Library tree includes the following templates:

Append creates a single target table by combining data from several source tables.

Apply Lookup

Standardizations

applies standardization schemes to the source data during the

transformation step.

Create Match Codes creates match codes for specified source columns.

Data Transfer moves data directly from one machine to another.

Data Validation cleanses data before it is added to a data warehouse or data mart.

Extract selects multiple sets of rows from a source and writes those rows to a

target.

Fact Table Lookup loads source data into a fact table and translates business keys intogenerated keys.

Key Effective Date enables change tracking in intersection tables.

Mining Results integrates a SAS Enterprise Miner model into a SAS ETL Studio datawarehouse. Typically used to create target tables from a SAS Enterprise

Miner model.

Return Code Check provides status-handling logic at a desired point in the process flowdiagram for a job.

SAS Rank ranks one or more numeric variables in the source and stores the ranks in

the target.

SAS Sort reads data from a source, sorts it, and writes the sorted data to a target.

SAS Splitter selects multiple sets of rows from one source and writes each set of rowsto a different target.

SCD Type 2 Locator loads source data into a dimension table, detects changes between source

and target rows, updates change tracking columns, and applies generatedkey values. This transformation implements slowly changing dimensions.

SQL Join selects multiple sets of rows from one or more sources and writes each set

of rows to a single target.

Standardize an output table containing data standardized to a particular number.

Surrogate Key

Generator

loads a target, adds generated whole number values to a surrogate key

column, and optionally sorts and saves the source based on the values inthe business key column(s).

Transpose creates an output table containing transposed data.

User-Written Code retrieves a user-written transformation.

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24

Process Designer ViewThe Process Designer window is the workspace for

building ETL processes. The Process Designer viewappears as a final step in the Process Designer wizard.

Once the process is defined, the Process Designer viewis populated with icons that represent the chosenprocesses.

The Process Designer window can be used to

view SQL source code

review the SAS log (from submitting jobs)

view the resulting output from running a SAS job.

25

Process Designer and Overview Windows

Process

DesignerView

Overview

window

...

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26

Overview WindowThe Overview window shows you the complete processfrom the process view.

From within the Overview window, you can control whichpart of the process is displayed in the Process Viewwindow.

27

SAS ETL Studio WizardsThere are shortcuts which invoke wizards that aid theuser in performing various tasks with SAS ETL Studio.

Some of these wizards are Source Designer

Target Designer

New Job.

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28

Source DesignerThe Source Designer is a wizard-driveninterface that enables you to define the

physical layout of existing tables using adata dictionary or metadata informationfrom the source system.

The result of running the Source Designer

successfully is a metadata registrationthat describes the data source.

Unlike the SAS Warehouse Administrator product, which requires that you create Operational Data

Definitions (ODDs) one table at a time, the Source Designer enables you to input the metadata from

multiple tables with one pass through the wizard.

If the table is stored in an ERP System, the corresponding Data Surveyor will be invoked. TheData

Surveyorcontains information about the metadata of the source system.

If the table is a flat file, you can use a wizard to define the record layout.

The Source Designer can be invoked by following these steps:

Click on the Source Designer icon from the Shortcut bar. Select ToolsSource Designer. Right-click on the Source Tablesgroup and select New ObjectSource Table.

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29

Target DesignerThe Target Designer is a wizard that

allows metadata to be entered for a target.

In designing the target table, you can

access any metadata about anysource tables and columns registeredin the metadata repository

override any metadata that wasimported from another source and addnew columns to the target table

create indexes on the target table

being created.

The target designer can also specify

the location of the target table table-specific options to be stored in the metadata.

The Target Designer can be invoked by following these steps:

Click on the Target Designer icon from the Shortcut bar. Select ToolsTarget Designer.

Right-click on the Target Tablesgroup and select New ObjectTarget Table.

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30

Target DesignerThe person designing the target table has full control overthe type of table being built.

The types of targets that can be built include

database types that are supported by the

SAS/ACCESS products

SAS data sets (including both data files and data views)

SAS/SHARE data sets

SPDE tables.

SPDE Scalable Performance Data Engine

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31

New Job WizardThe New Job wizard enables you todefine the metadata necessary to run an

ETL process to load data into a target ortargets.

An empty job can be created, without importing metadata from any predefined target table, by clicking

without selecting the metadata for a table. Objects from the tree view can then be dragged

and dropped into the empty job.

You can invoke the New Job wizard by following these steps:

Click on the Process Designer icon from the Shortcut bar. Select ToolsProcess Designer.

Right-click on the Jobs group and select New ObjectJob.

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32

Additional WizardsOther wizards available to provide assistance with varioustasks in SAS ETL Studio include

Metadata Importer Metadata Exporter

Cube Designer

Transformation Generator wizard.

You can also install optional data surveyor wizards, whichprovide access to the metadata in enterprise applications,such as PeopleSoft, SAP R/3, Siebel, and Oracle.

These wizards can be invoked from the Shortcut Bar or the Tools pull-down menu of SAS ETL Studio:

Metadata Importer enables you to import metadata from other applications that support the

Common Warehouse Metamodel (CWM) format. Optional bridges are

available for other formats.

Metadata Exporter enables you to export metadata to other applications that support the Common

Warehouse Metamodel (CWM) format. Optional bridges are available for other

formats.

Cube Designer is a target designer that enables you to create a cube, a data store that supports

Online Analytical Processing.

Transformation

Generator

enables you to create a user-written, SAS code transformation and make it

available in the Process Library tree.

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33

Options WindowThe Options window can be used to define standardsettings for the SAS ETL Studio interface.

There are several tabs in the Options window:

General

Process

Editor

Metadata Tree

SAS Server

Data Quality.

Using the Options window tabs, you can control the following:

General controls the overall display of SAS ETL Studio and the functionality of the wizards.

Process controls the look and feel of the process editor window.

Editor controls the look and feel of the SAS text editor for generated code.

Metadata Tree controls the tree view in the middle portion of SAS ETL Studio.

SAS Server specifies the SAS server to be used with SAS ETL Studio, and tests the connection to

the server.

Data Quality specifies options to control the locale, the types of files to be used by the data qualityplug-ins, and the location of the Quality Knowledge Base (QKB).

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34

Course Case Study TasksRecall the case study tasks diagram discussed earlier.Each of these tasks involves either reading or writing (or

both) metadata.

Register

Source Tables

DefineData Libraries

CreateETL Jobs

DefineTarget Tables

Create

OLAP Cubes

View and AnalyzeData

CreateStored Processes

Create Reports

CreateInformation Maps

Use the Information

Delivery Portal

Metadata

35

SAS ETL Studio Case Study TasksSAS ETL Studio will concentrate on the following fourtasks:

Register

Source Tables

Define

Data Libraries

CreateETL Jobs

DefineTarget Tables

CreateOLAP Cubes

View and AnalyzeData

Create

Stored Processes

Create Reports

CreateInformation Maps

Use the InformationDelivery Portal

Metadata

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36

SAS ETL Studio Case Study

DefineData Libraries (+)

These tasks will be performed in sequence:

Define SourceTables Metadata

Define TargetTables Metadata

Define andRun Jobs

1.

2.

3.

4.

37

SAS ETL Studio Case Study Setup Tasks




Define andRun Jobs

1.

2.

3.

4.

Build Custom Tree Groupings

Libraries

JobsSource TablesTarget Tables

Define Additional Library Definitions

Target Tables Library

Source Tables Library

Demo

Exercises

Demo

Exercises

...

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38

SAS ETL Studio Case Study Define Sources




Define andRun Jobs

1.

2.

3.

4.

The Source Designerdefinesmetadata for the source tables.

Orders

Order_Item

Product_List

Demo

Exercises

...

39

SAS ETL Studio Case Study Define Targets




Define andRun Jobs

1.

2.

3.

4.

The Target Designerdefinesmetadata for the target tables.

OrderFact

ProductDim

Demo*

Exercises

* Some derived columns for OrderFactare completed in the exercises.

...

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40

SAS ETL Studio Case Study Define Jobs




Define andRun Jobs

1.

2.

3.

4.The Process Designerdefinesmetadata for jobs that contain theprocess flow diagrams necessaryto load the target tables.

Demo

Exercises

Populate theOrderFact table

Populate theProductDim table

...

41

Creating the OrderFact TableThe OrderFact table will be created from the Orders andOrder_Item tables.

Target Table

Source Tables

...

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42

Creating the OrderFact TableThe source tables, Orders and Order_Item, will becombined using the SQL Join transformation.

SQL Join

The SQL Join will beused to define computedcolumns.

...

43

Creating the OrderFact TableThe table that is the result of the SQL Join will then beloaded into the OrderFact table.

Loader

...

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44

Creating the ProductDim Table

The ProductDim table will be created from the

Product_List table.

Target Table

Source Table

...

45

Creating the ProductDim Table

The Extract transformation will be used so that acomputed column can be defined.

SAS Extract

...

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Create a Logical Grouping and Adding a Library Definition

This demonstration shows how to create a logical grouping in the Custom tree view to organize yourwarehouse metadata. It also shows how to create a library definition and store it in the new logical group.

1. Invoke SAS ETL Studio by selecting StartAll ProgramsSASSAS ETL Studio 9.1.

2. Select the metadata profile BIArchitecture, then select .

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3. If prompted, enter the username and password provided by the instructor.

Select .

The SAS ETL Studio desktop opens:

Select to close the Tip Of The Day window.

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The first step in using SAS ETL Studio to build the Orion Star marketing data mart is to create groupsin the Custom tree view. These groups are simply logical groupings of the metadata that comprise the

repository. There is no corresponding physical file structure for the groups that are created. The groups

can be defined using whatever logical grouping is relevant to your organization.

4. Select the Custom tab in the tree view area of SAS ETL Studio.

5. Select to expand the Foundation repository.

The Foundation repository already has an Ungrouped group, which already contains several items.

These were created during the configuration of the SAS Intelligence Architecture. Do not delete

these files, as some will be used in future demonstrations and exercises.

6. Right-click Foundationand select New Groupfrom the pop-up menu. The default name of the newgroup is Untitled.

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7. Rename the new group to Libraries.

a. Right-click on the Untitledgroup.

b. Select Renamefrom the pop-up menu.

c. Type Librariesas the new name for the group.

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Add a Library Definition

8. From the Custom tab in the tree view area of the SAS ETL Studio desktop, select FileNew Object.

9. In the New Object Wizard, select Librarytype, then .

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10.Under SAS Libraries, choose SAS Base Engine Library, then select .

11.Type Target Tables Libraryin the Name field and select .

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14.Select to close the Browse window. Verify the path selected above is now in the Selected

items list.

Select .

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15.Select SASMainas the server, then .

16.Review the information and select .

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The library definition is added to the Ungrouped group.

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17.Move the new library to the Librariesgroup using one of the methods below:

Click on Target Tables Library, drag-and-drop it on top of the Librariesgroup.

Right-click on Target Tables Library, select Group, expand Foundation, select

Libraries, select .

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Exercises

Create several logical grouping in the Custom tree view to organize your warehouse metadata.

If you did not follow along with the demonstration, complete the steps of the demonstration to define the

Libraries group and Target Tables Library.

1. Create Logical Groups

Create the following logical groups:

Source Tables

Target Tables

Jobs

Libraries (if you did not follow along with the demonstration).

2. Add Library Definitions

Use the New Library Wizard to create a metadata definition for the following libraries and move themto the appropriate group:

Library Name: Source Tables Library

Libref: Srcdata

Library Type: SAS Base Engine Library

Path: C:\Workshop\winsas\sbip\Orion_Star_15AUG03\ordetail

Server: SASMain

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Library Name: Target Tables Library

(if you did not follow along with the demonstration)

Libref: Target

Library Type: SAS Base Engine Library

Path: C:\Workshop\winsas\sbiovr\DataMarts

This path needs to be created.

Server: SASMain

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50

Using the Source DesignerThe Source Designer is a wizard that generates metadatafor one or more selected tables, based on the physical

structure of the table(s)

The Source Designer can be used to specify metadata forany existing table, not just tables used as data sources forETL jobs.

The Source Designer supports a number of specific data formats that have been licensed for your

site. The specific format will often give better results than the generic format, which has not beenoptimized for particular kinds of data. Use the format that most closely matches your data

whenever possible.

51

Using the Source DesignerThe Source Designer is an easy to use wizard interface.

...

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52

SAS ETL Studio Case Study Define Sources




Define andRun Jobs

1.

2.

3.

4.

The Source Designerdefinesmetadata for the source tables.

Orders

Order_Item

Product_List

Demo

Exercises

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Documents

SBIOVR