Get Fancy Department Level Reports Using SAS ExcelXP Tagset 2008 AIR Forum Seattle, Washington Ray Wallace Washington State University View Presentation at

Presentation Overview SAS Tagsets (Excel features from SAS) Style (Get it to look right) Department Looping (Macros)

What is a Tagset? Adds ‘tags’ to output using ODS Ex. HTML tag: Put Body of Web Page Here ExcelXP tagset uses xml tags, Ex. data in the cell Developed by Eric Gebhart from SAS Get the latest tagset code New version 1.86 available as of April 2008

Install the Latest Tagset Download the latest version from support.sas.com Save the *.tpl file Open the *.tpl file in SAS Run it ExcelXP Tagset Code

How Does A Tagset Work? A Tagset is just another ODS destination. E.g., listing html pdf Tagsets (such as ExcelXP)

How Does A Tagset Work? Things you can do to an ODS Destination Open  ods tagsets.ExcelXP file=‘foo.xls’; Manage  ods tagsets.ExcelXP options(embedded_titles=‘yes’); Close  ods tagsets.ExcelXP close;

Get A List Of The Available Tagsets proc template; list tagsets; run; User-defined tagsets will be located in SASUSER.TEMPLAT. Tagsets provided by SAS are in SASHELP.TMPLMST

How Does Style Work? Works with the ODS Define with proc template When issuing an ODS command style is implied Ex: ods tagsets.excelxp file = ‘foo.xls’; is the same as ods tagsets.excelxp file = ‘foo.xls’ style = default;

Get A List Of The Styles You Have proc template; list styles; run; Just like tagsets… User-defined styles will be in SASUSER.TEMPLAT Styles provided by SAS are in SASHELP.TMPLMST

Make Your Own Style Find a style you like then ‘tweek’ it a little. proc template; source styles.default; run;

Easy To Create Your Own Style Use inheritance then add your own twists proc template; define style irstyle_xl; parent = styles.default; style systemtitle from systemtitle / background=white foreground=cx end; Style ElementInheritance

Building a Report Department Level Accreditation Data Want a consolidated and concise report of information from various topic areas Display multiple years of data Easy for users to read Familiar format (Excel) Metadata/data definitions Extensible (able to add reports easily) Printable

ExcelXP Options Over 60 options and controls allow SAS to control Excel. Including… Table of Contents/Index Customizing column widths Zooming Header / footer control Excel comments Repeat cells Sheet naming Page orientation Get Documentation: ods Tagsets.ExcelXP file = "c:\test.xls” options (doc='help') ; ods tagsets.Excelxp close ;

ExcelXP Options Determine the zoom level on the worksheet ods tagsets.excelxp options (zoom=’88’) ; ‘100’ is the default

ExcelXP Options Repeat header row on each page for printing ods tagsets.excelxp options(row_repeat=‘header’); Also Use these options ‘none’ -default ‘1-3’ ‘5’

ExcelXP Options Create a sheet which has links names of all other worksheets. ods tagsets.excelxp options(index=‘yes’);

ExcelXP Options Name the worksheets ods tagsets.excelxp options (sheet_name=‘Overview Data’) Could use a macro var “&dept”

ExcelXP Options When to create a new sheet ods tagsets.excelxp options (sheet_interval=’proc’) ; ‘Table’ is the default Also use ‘page’, ‘ bygroup’, ‘proc’, ‘none’

ExcelXP Options Format the page for printing ods tagsets.excelxp options (orientation=‘landscape’);

ExcelXP Options Tells Excel the width of each column ods tagsets.excelxp options (default_Column_Width=‘12,9,6,6,6,6,6,8’);

ExcelXP Style Options Use the currency format from Excel. In the proc report, proc print etc. define fy2003 / analysis style(column)={tagattr="format:$#,##0_);[Red]($#,##0)"}; Others: ‘format:##0.0%’ ‘format:##0.00’

Using Style Using proc format with Excel comments First… proc format ; value $subjdesc ‘MATH’=‘Mathematics’ ‘GENED’=‘General Education’...more subject formats... ; Then…

ExcelXP Style Options Print comments in the appropriate cells down the column define prefix / group ‘Prefix‘ style(column)={flyover=$subjdesc.} ; Or explicitly define  {fylover=‘Hello World’}

Three Levels of Style Hierarchy 1.Document level (ods statement) ods tagsets.ExcelXP file = “c:\Report for &dept..xls” style=irstyle_xl;

Three Levels of Style Hierarchy 2.Procedure level (proc report statement) proc report data=sashelp.class style(header)={font_weight=bold};

Three Levels of Style Hierarchy 3a. Variable level – e.g., define statement under proc report. define taught_to / group style(column)={flyover=$ownother.};

Three Levels of Style Hierarchy 3b. Variable level - break and rbreak statement in proc report rbreak after / ol summarize style(summary)=Total; Total is a style element defined in the irstyle_xl. style total from summary / flyover = ‘’ font_style = italic;

Two Levels of Style Specificity Two levels of specificity 1.Style definition reference style(header)=hrheader (predefined in irstyle_xl) 2.Direct style(column)={font_size=2}

Macro Looping To have your program create an Excel file for each academic department… Use a macro! %macro deptloop(dept); …SAS CODE… %mend deptloop; %deptloop(CHEM)

Macro Looping What goes in the …SAS CODE… portion of the program? First open the ODS destination and manage options for the first report. ods tagsets.ExcelXP file = “c:\Report for &dept..xls” style=irstyle_xl options (sheet interval=‘proc’ sheet_name=‘First dept report’);

Macro Looping What goes in the …SAS CODE… portion of the program? Then maybe some traffic lighting… proc format; value traffic low - <10= ‘red’ 10 - <50= ‘yellow’ 50 - high = ‘green’

Macro Looping What goes in the …SAS CODE… portion of the program? Now, the first report using proc print. proc print data = deptreport1 ; var subject / style(column)={flyover=$subjdesc.}; var headcount / style(header)={background=cxD99795} style(column)={background=traffic.}; where dept = “&dept”; run;

Macro Looping What goes in the …SAS CODE… portion of the program? Use ExcelXP options again for the next report ods tagsets.ExcelXP options(sheet_name=‘Second Dept Report‘ default_Column_Width=’12,6,6,6,6,6’); frozen_header=‘2’ );

Macro Looping What goes in the …SAS CODE… portion of the program? Write the second report. proc report data = deptreport2 nowd missing ; column subject acad_year, fte; define subject/ group ‘Course Subject’; define acad_year / across ‘AY’ define fte /analysis sum ‘FTE’ style(column)= {tagattr="format:##0.0“} ; where dept = “&dept”; run;

Macro Looping What goes in the …SAS CODE… portion of the program? Now finish it up. ods tagsets.ExcelXP close; This closes the ODS and finishes creating the Excel file. Then the macro must end and... %mend deptloop; SAS must call the macro for the code to actually run. %deptloop(CHEM)

Macro Looping What if you have 100+ department and don’t want to write 100+ %deptloop() macro calls? create macro var for a percent sign %let pctsign=%str(%); This will write all your macro calls for you data _null_ ; set dept_list ; end = lastobs; file "c:\call the macro program.txt"; put "&pctsign" "deptloop (" dept +(1*-1) ")" ; run; This will run all your macro calls for you %include "c:\ call the macro program.txt" ;

Question? Contact me at… Ray Wallace Washington State University View Presentation at

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