Introduction to Enterprise Guide Jennifer Schmidt Rhonda Ellis Cassandra Hall

What is Enterprise Guide? Windows client application for SAS –Point & click analysis and reporting –Code editing facility –Builds code, accesses SAS to process the code, and then receives and displays results Can access SAS locally or on a server

Layout Windows Project Task List Task Status Data Grid Menus Toolbars

Layout Similar to Windows Explorer Displays by Project: Data, Graphs, Summary Stats & their Notes, Code, and SAS Logs Drag and drop to change order Project Window Task List Task by Category Task by Name Alphabetizes tasks & lists SAS Procedure used Can Access Help by clicking on task & pressing F1!!!

Help To Access: Help Menu Enterprise Guide Help or Click on task of interest in Task List & press F1

Tasks to be covered: Jennifer: Defining Projects Adding/Creating Data Tables Importing & Merging Data Creating Reports Creating Charts & Graphs Customizing Reports Rhonda: Querying to filter data Reporting from filtered data Querying & Merging data Working with columns in a query Creating frequency counts Cassandra: Create summary data Add data to query Graphing queried data Creating a summary table Strengths & Weaknesses of Enterprise Guide

Tasks to be covered: Jennifer: Defining Projects Adding/Creating Data Tables Importing & Merging Data Creating Reports Creating Charts & Graphs Customizing Reports Rhonda: Querying to filter data Reporting from filtered data Querying & Merging data Creating frequency counts Reporting from queried data Cassandra: Create summary data Add data to query Graphing queried data Creating a summary table Strengths & Weaknesses of Enterprise Guide

The Basics Creating Projects, Adding, Importing & Merging Data Importing & Merging Data Click the Tools Menu, then Import Data Can create and save SAS data sets from Excel, & Delimited and Fixed Width Text Files Creating Projects Click on File, New to get started Once project is defined, add notes, data tables, & code using the Insert Menu Adding Data to a Project Inserting existing data creates a reference to the data, not a copy of the file! All data must be in table format (Columns = character or numeric variables) Can reference data from databases (DB2, Oracle, etc) or from other formats (Excel, Access, Lotus, Text, HTML, ODBC, OLE/DB, etc.)

The Basics Creating & Modifying Reports, Graphs, & Customizing Report Styles Creating & Modifying (Group by: Variable) Reports Click on data table in Project Window & use the Task List by Category to select List Data Use the Control Key to Drag & Drop desired variables into variable list under List “Data Roles:” Use Group table by, Page by, Total by, Subtotal by, and Identifying label to modify the report Can right click on variable within the List Data task to see variable properties Graphs Click on data table in Project Window & use the Graph Menu to walk through forming a graph Can interactively modify a graph by right clicking on the graphics Right click on graphs form interactively to save Customizing Report Styles EG Default Applied until changed Click on Report, Tools, Style Manager to change styles, or use Menu bar

Tasks to be covered: Jennifer: Defining Projects Adding/Creating Data Tables Importing & Merging Data Creating Reports Creating Charts & Graphs Customizing Reports Rhonda: Querying to filter data Reporting from filtered data Querying & Merging data Creating frequency counts Reporting from queried data Cassandra: Create summary data Add data to query Graphing queried data Creating a summary table Strengths & Weaknesses of Enterprise Guide

Querying to Filter Data Create a filter: –activate data table, Select query builder using the tools menu, query, create from active data, and drag desired variables to the window on the right. Set conditions to be filtered Using the query builder –Allows you to extract data from one or more tables. –The query only extracts the rows that are met by conditions that you set. –Conditions are based on the columns.

Reporting from Filtered Data Once you have filtered the data, you can use the list data task to make formatted report of your new data set. Creating a report: Make sure that the new subset of data is selected. Scroll through the Task Category list and select List Data in the Descriptive category. In the Variables to Assign box select the variables that you want in the report and drag them to the List Variable area.

Querying & Merging Data The Query Builder allows you to join data from up to 32 tables. Merging Data: After activating the query builder and selecting Create from Active Data again, Click Add Data Select the data set that you wish to add Click Tables in the query builder If the two data sets have common columns then they we join automatically Click Run Query

Working With Columns in a Query Summary: Here you can select the columns you want in the query results You may also specify the column order and sort priorities You can change column properties, such as labels and formats replace values in a column create a new column. Selecting Columns: Be sure to select the data set to make it active. In the Query builder you want to click the select and sort tab. Here all the columns will be listed, so delete the unwanted columns. You may also sort the columns by moving them up or down in the list.

Creating Frequency Counts To create the frequency counts, you must select the proper data in the project window In the Tasks by category window select One-Way Frequencies Select the statistics that you want.

Tasks to be covered: Jennifer: Defining Projects Adding/Creating Data Tables Importing & Merging Data Creating Reports Creating Charts & Graphs Customizing Reports Rhonda: Querying to filter data Reporting from filtered data Querying & Merging data Creating frequency counts Reporting from queried data Cassandra: Create summary data Add data to query Graphing queried data Creating a summary table Strengths & Weaknesses of Enterprise Guide

Creating Summary Data Summary: Summary Statistics task provides data summarization tools to compute statistics for variables across all observations and within groups of observations Will create summary reports that focus on product sales and profit data for each food category –Need sales data, and –Data from AllProdInfo What to do: Open and view the Orders data Start the task and assign variables to roles Select statistics Generate the output data set

Add Data to an Existing Query Summary: Adds the summary data to the AllProdInfo query Creates a computed column for total profit With sales and profit info. available, you can reate a bar chart of total profit, and A summary table of sales by category and product What to do: Manually join the new table Select columns and change column properties Create a computed column and add a format Add a format to the new column Export the data to Excel

Create a Bar Chart from Query Data Summary: Generates a bar chart showing total profit for each food category Customize the appearance of the chart What to Do: Start the task and select a chart type Assign variables to roles Customize the appearance Create the chart

Create Summary Table Summary: Using the Summary Tables task, you can display descriptive statistics in tabular format for some or all of the columns in a table. How to do: Start the task and assign variables to roles Design the table Format the Total Units Sold column Format the Total Profit Column Add titles and footnotes View the results