Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

Objectives Define a SAS Enterprise Guide task. Describe methods for accessing tasks in SAS Enterprise Guide. State the functions of common features in the task dialog boxes.

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

3.01 Quiz Select Tasks  Browse in your SAS Enterprise Guide session. Which tasks might be the most helpful when you work with your data? Type answer here

Task Favorites Position your mouse pointer over any task and select the star to add it to your Favorites list.

Accessing Favorites List The Favorites list can be accessed from the Favorites menu or in the Tasks section of the Resources pane.

Associating a Task with Data Tasks are usually associated with a particular data source in the project. Select a task. Highlight the data in the project tree.

Selecting a Task Tasks can also be selected from the menu in the data grid.

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

Tasks: Data Select Data to define how columns are used to generate the task result. Help is displayed when a Task role is selected.

3.02 Quiz Select File  New  Project. Select File  Open  Data and navigate to the location of the course data. Select Orion_Profit  Open. In the data grid, select Describe  Distribution Analysis. Drag Customer_Age to the Analysis variables role. Right-click Customer_Age and select Properties. Which column attributes can you modify? Type answer here

3.02 Quiz – Correct Answer Which column attributes can you modify? Label and Format Type answer here

Tasks: Titles and Footnotes Select Titles to add descriptive titles and footnotes. Enter custom titles or footnotes.

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

Wizard View Selected tasks have a wizard view that can be used to set up the task results quickly.

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

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

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

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

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

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

3.03 Multiple Choice Poll Highlight any data source in the project and select Tasks  Describe  One-Way Frequencies. Which task role requires a variable assignment? Analysis variables Frequency count Group analysis by Type answer here

3.03 Multiple Choice Poll – Correct Answer Highlight any data source in the project and select Tasks  Describe  One-Way Frequencies. Which task role requires a variable assignment? Analysis variables Frequency count Group analysis by Type answer here

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

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

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

3.04 Multiple Choice Poll What would be the frequency value for Children Sports if Units_in_Stock is assigned to the Frequency count role? 3 25 50 70 Product_Name Product_Category Units_in _Stock Children’s Mitten Children Sports 25 Sunfit Swimming Trunks 15 Osprey Nylon Shorts 10 Liga Football Boot Shoes 5 Pytossage Bathing Sandal Type answer here Product_ Category Frequency Children Sports ?? Shoes

3.04 Multiple Choice Poll – Correct Answer What would be the frequency value for Children Sports if Units_in_Stock is assigned to the Frequency count role? 3 25 50 70 Product_Name Product_Category Units_in _Stock Children’s Mitten Children Sports 25 Sunfit Swimming Trunks 15 Osprey Nylon Shorts 10 Liga Football Boot Shoes 5 Pytossage Bathing Sandal Type answer here Product_ Category Frequency Children Sports 50 Shoes 20

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

Generating a One-Way Frequency Report Orion managers want a report that summarizes the number of products offered for each category.

Exercise This exercise reinforces the concepts discussed previously.

Would like a review of the exercises? Please answer with your Yes or No seat indicator.

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

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

Business Scenario Orion management wants to publish a product categories frequency report in HTML format on the intranet.

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

SAS Report Format The SAS Report format enables you to combine multiple task results into a single report. This report can be viewed in SAS applications or exported as HTML, XML, or PDF files. Banner image Bar Chart task Summary Statistics task One-Way Frequencies task

3.05 Multiple Answer Poll Which output formats would you like to use in your work? SAS Report HTML PDF RTF text Type answer here

3.06 Quiz What are some advantages of each format? Type answer here

3.06 Quiz – Correct Answer What are some advantages of each format? SAS Report format is useful when you combine task results or create reports to be viewed in other SAS applications. HTML can be easily viewed by anyone who has a browser. RTF can be included and edited in common word processors. PDF is a good choice for printing and sharing static copies of the report. Text is simple and familiar if you use the SAS windowing environment. Type answer here

Summary of Output Formats SAS Report HTML RTF PDF Text Software required for viewing outside of SAS Enterprise Guide Other SAS applications Any browser (Internet Explorer) Any word processor (Microsoft Word) Adobe Reader Any text viewer (Notepad) Ability to combine results into a single document Yes (File  New  Report) Yes (Tools  HTML Document) No (only with code) Ability to edit results in viewing software Yes Results formatted for printing

Default Output Format The default output format can be set by selecting Tools  Options  Results General. Custom options can also be set for each of the output formats.

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

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

3.07 Quiz (Live Web Only) Double-click on any One-Way Frequencies task in the project. On the Results tab, select Modify Task. Select Properties  Edit  Results. Select Customize results formats, styles, and behaviors. Select the HTML style. In the drop-down list, change the style to EGDefault. Select OK  Run. Select Yes when you are prompted to replace the results. Type answer here

3.07 Quiz – Correct Answer Confirm the results. Results might be different if you used the One-Way Frequencies task results from the Level 2 or Level 3 exercise. Type answer here

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

Objectives Access the List Data task. Set report options. Group the report.

Business Scenario The Marketing Department at Orion Star wants to create a customer list that includes ID, name, and age group. A separate report should be generated for each country.

List Data Task The List Data task displays rows of data in a data set, including options to group or sum columns. Group rows. Display each row. Sum columns.

Using the List Data Task to Create a Report This demonstration illustrates how to use the List Data task to create a listing report.

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

Objectives Filter data directly in a task. Using various operators, build multiple filter criteria.

Business Scenario The Marketing Department at Orion Star wants to run a special promotion targeted at high-activity Orion Club members who were born in 1970 or later.

Filtering Input Data The Edit button enables you to apply filters on the input data to select which rows should be included in the task or wizard.

Edit Data and Filter Window The Edit Data and Filter window enables you to build multiple filters using operators and data values.

Filtering Data in a Task This demonstration illustrates using the Edit and Filter Data window to modify the input data for a task.

Exercise This exercise reinforces the concepts discussed previously.

Would like a review of the exercises? Please answer with your Yes or No seat indicator.

Chapter 3: Getting Started with Tasks 3.1 Introduction to Tasks and Wizards 3.2 Creating a Frequency Report 3.3 Generating HTML, PDF, and RTF Output 3.4 Creating a Listing Report 3.5 Filtering Data in a Task 3.6 Creating a Graph

Objectives Name the types of graphs that are supported in SAS Enterprise Guide. State the differences among the output formats that are supported in SAS Enterprise Guide. Create a bar chart.

Business Scenario Management wants to see a comparison of average customer age by country.

Graphs Using SAS Enterprise Guide

3.08 Multiple Answer Poll Select Tasks  Graph to see the available graphs. Which types of graphs would you like to use to display your data? bar chart pie chart line plot scatter plot surface plot map other Type answer here

Bar Chart Wizard The Bar Chart Wizard enables you to do the following: 1. select and filter the data 2. assign variables to roles 3. customize appearance 4. set titles and footnotes

Bar Chart: Advanced View To make further enhancements to the graph, you might need to open the task in Advanced View. This action gives you access to additional options that are not available in the wizard. After you run a task in Advanced View, you cannot return to the wizard.

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

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

Exercise This exercise reinforces the concepts discussed previously.

Would like a review of the exercises? Please answer with your Yes or No seat indicator.