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Take Your Data Analysis and Reporting to the Next Level by Combining SAS Office Analytics, SAS Visual Analytics, and SAS Studio David Bailey Tim Beese.

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Presentation on theme: "Take Your Data Analysis and Reporting to the Next Level by Combining SAS Office Analytics, SAS Visual Analytics, and SAS Studio David Bailey Tim Beese."— Presentation transcript:

1 Take Your Data Analysis and Reporting to the Next Level by Combining SAS Office Analytics, SAS Visual Analytics, and SAS Studio David Bailey Tim Beese

2 2 Different People  Business Analyst  Programmer  Consumer

3 3 Different Environments SAS Visual Analytics SAS Studio SAS Office Analytics SAS Visual Analytics

4 4 SAS Office Analytics SAS Add-In for Microsoft Office provides seamless integration with SAS and Office Enterprise Guide is the Windows interface to SAS WebParts provides access to SAS content from SharePoint This bundle also includes Base SAS, Access, Graph, Environment Manager, Integration Technologies, Management Console, Stat www.sas.com/technologies/bi/office-analytics.html SAS Office Analytics Add-In for Microsoft Office Enterprise Guide WebParts for SharePoint

5 5 SAS Visual Analytics Leverages in-memory analytic engine (SAS LASR Analytic Server) Includes Visual Analytic Designer and Visual Analytics Explorer Develop reports, dashboards and KPIs Share insights through web and mobile tablets www.sas.com/en_us/software/business-intelligence/visual-analytics.html SAS Visual Analytics Visual Analytics Designer Visual Analytics Explorer

6 6 SAS Studio http://www.sas.com/en_us/software/foundation/studio.html SAS Studio Single User Basic Enterprise SAS Studio is the web interface to SAS Write and submit SAS code from anywhere All capabilities of SAS Windowing Environment (DMS) are in SAS Studio Single User, Basic, and Enterprise editions

7 7 Combining Office Analytics, Visual Analytics and SAS Studio  Available in your environment  Desktop and Microsoft Office  Web and Tablets  Functionality customized for you  Data access and manipulation  Editing and running programs  Creating and customizing reports  Sharing information and collaborating SAS SAS Office Analytics SAS Visual Analytics SAS Studio

8 8 Discuss four scenarios  SAS Visual Analytics to SAS Office Analytics  SAS Office Analytics to SAS Visual Analytics  SAS Studio to SAS Office Analytics  SAS Office Analytics to SAS Studio SAS SAS Office Analytics SAS Visual Analytics SAS Studio

9 9 Visual Analytics to Office Analytics If you have Visual Analytics, adding Office Analytics allows: View and customize VA reports in Microsoft Office Create Excel content based on your VA reports View your VA reports in Enterprise Guide Run SAS tasks in Excel and Enterprise Guide on your VA report data Interact and comment on your VA reports from Outlook and SharePoint SAS SAS Office Analytics SAS Visual Analytics SAS Studio

10 10 Visual Analytics + Office Analytics VIEW AND CUSTOMIZE YOUR VA REPORTS IN MICROSOFT OFFICE  SAS Add-In for Microsoft Office runs in Excel, PowerPoint, Word, and Outlook  Customize layout, sizing, and formatting  Table and text styles  Excel table highlighting  All VA content is refreshable

11 11 Visual Analytics + Office Analytics CREATE EXCEL CONTENT BASED ON YOUR VA REPORTS  Table highlighting  Native charts  Formulas  Calculated columns, totals and averages (use detailed data)  Pivot tables and charts  Refreshable

12 12 Visual Analytics + Office Analytics VIEW YOUR VA REPORTS IN ENTERPRISE GUIDE  Select File  Open  Report  Refresh and Send to Office  Full interaction support  Prompts, Element filtering, brushing  Crosstab expand, drill, collapse

13 13 Visual Analytics + Office Analytics RUN SAS TASKS IN EXCEL AND ENTERPRISE GUIDE ON YOUR VA REPORT DATA (1 OF 2) After opening your VA report in Excel or Enterprise Guide, extract the report data:  For VA tables in Excel, select “Excel Data” (left) or “Tasks  Copy to Server” (center)  For VA graphs in Enterprise Guide or Excel, select “Extract Data” (right)

14 14 Visual Analytics + Office Analytics RUN SAS TASKS IN EXCEL AND ENTERPRISE GUIDE ON YOUR VA REPORT DATA (2 OF 2)  Use the VA element data as input to any task  Excel Example: VA table data (left) used in Distribution Analysis task (right)  VA data can be refreshed with current VA results or any interaction  SAS Task can be refreshed with updated VA element data

15 15 Visual Analytics + Office Analytics INTERACT AND COMMENT ON YOUR VA REPORTS FROM OUTLOOK AND SHAREPOINT  Full interaction support (prompts, element filtering/brushing, crosstab drilling/expanding/collapsing)  Commenting Example: Outlook (left), Web Parts for SharePoint (right)

16 16 Office Analytics to Visual Analytics If you have Office Analytics, adding Visual Analytics allows: Integrate your Enterprise Guide Stored Processes into VA reports Upload your Excel data to use as your data source in VA reports Upload your Enterprise Guide data or data results to use in VA reports SAS SAS Office Analytics SAS Visual Analytics SAS Studio

17 17 Office Analytics + Visual Analytics INTEGRATE YOUR ENTERPRISE GUIDE STORED PROCESSES INTO VA REPORTS  Integration allows SAS code results displayed in VA reports  Simple point and click interface to both create the stored process and insert into the VA report  Stored process results handled same as other VA report objects  View VA reports with stored processes on web, iPads, and Android tablets.

18 18 Office Analytics + Visual Analytics UPLOAD YOUR EXCEL DATA TO USE AS YOUR DATA SOURCE IN VA REPORTS  Select the “Upload to LASR” task (right) and specify your location (left)  Your Excel data is copied to SAS LASR Analytic Server and available in SAS Visual Analytics to create graphs and tables.

19 19 Office Analytics + Visual Analytics UPLOAD YOUR ENTERPRISE GUIDE DATA OR DATA RESULTS TO USE IN VA REPORTS  Same Upload to LASR task in both Enterprise Guide and Add-In for Microsoft Office  Edit and upload any data or output data set created in Enterprise Guide to use in VA reports  Access full Query Builder functionality (select columns, join, filter, sort) to create your data for VA reports

20 20 SAS Studio to Office Analytics If you have SAS Studio, adding Office Analytics allows: Modify your SAS Studio code in Enterprise Guide Run SAS Studio tasks in Enterprise Guide and Microsoft Office Create Stored Processes in Enterprise Guide from SAS Studio code Edit your SAS datasets in Excel or Enterprise Guide SAS SAS Office Analytics SAS Visual Analytics SAS Studio

21 21 SAS Studio + Office Analytics MODIFY YOUR SAS STUDIO CODE IN ENTERPRISE GUIDE  Analyze Program  Source Control (Changes, Commit, History)  Scheduling  Editor options

22 22 SAS Studio + Office Analytics RUN SAS STUDIO TASKS IN ENTERPRISE GUIDE AND MICROSOFT OFFICE  SAS Studio tasks are accessed from a new task browser in both Enterprise Guide and Add-In for Microsoft Office  Categories, filters, and searching allow you to quickly find tasks  Same functionality as other tasks:  Selecting data source  Enter required values  Specifying results location in Office or result type in Enterprise Guide  Modifying and refreshing results

23 23 SAS Studio + Office Analytics CREATE STORED PROCESSES IN ENTERPRISE GUIDE FROM SAS STUDIO CODE  Stored Processes are SAS programs centrally stored on a server for easier maintenance, management, and security.  Stored Processes are easily accessed from many clients  Enterprise Guide can create stored processes from Process Flow and Program ribbon. Options include name, description, keywords, responsibilities, and location.

24 24 SAS Studio + Office Analytics EDIT YOUR SAS DATASETS IN EXCEL OR ENTERPRISE GUIDE Open SAS Studio datasets in Excel or Enterprise Guide to edit or add values:  Edit SAS datasets in Excel using Add-In for Microsoft Office (left)  Select Protect Data in Enterprise Guide to edit dataset values (right)

25 25 Office Analytics to SAS Studio If you have Office Analytics, adding SAS Studio allows access from a web browser to: Modify and run your Enterprise Guide code in SAS Studio Use your Excel data in SAS Studio code or tasks Use your Enterprise Guide data or data results in SAS Studio SAS SAS Office Analytics SAS Visual Analytics SAS Studio

26 26 Office Analytics + SAS Studio MODIFY AND RUN YOUR ENTERPRISE GUIDE CODE IN SAS STUDIO  Access, run, and modify your Enterprise Guide code from anywhere  Enterprise Guide (right) and SAS Studio (left) viewing the same program

27 27 Office Analytics + SAS Studio USE YOUR EXCEL DATA IN SAS STUDIO CODE OR TASKS  Easily create SAS datasets from existing SAS data or Excel data to use in SAS Studio  Variable selection, filter and sort options before opening SAS datasets in Excel (example on right)  Edit your data in Excel  Select “Tasks  Data  Copy to SAS Server”

28 28 Office Analytics + SAS Studio USE YOUR ENTERPRISE GUIDE DATA OR DATA RESULTS IN SAS STUDIO  Use any output data set created by Enterprise Guide in SAS Studio (task example shown here)  Full Query Builder functionality  Import data and Data  Upload Data Files to Server  Select View  Protect Data to edit datasets used in SAS Studio

29 29 All applications working together …  Displaying SAS Studio results on mobile devices  Use SAS Studio to write your SAS code  Use Enterprise Guide (Office Analytics) to generate a Stored Process using your SAS code  Use Visual Analytics Designer to customize a VA report containing your Stored Process  Open your VA report with your Stored Process on a tablet in a native SAS application  Using data from VA results as input to SAS Studio tasks  Use Visual Analytics Designer to produce a report  Use Add-In for Microsoft Office (Office Analytics) to open the report and create SAS datasets from the report elements  Use SAS Studio to run tasks using these datasets as input SAS Studio SAS Office Analytics SAS Visual Analytics SAS Office Analytics SAS Visual Analytics SAS Studio

30 30 Combining Office Analytics, Visual Analytics and SAS Studio  Available in your environment  Web and Tablets  Visual Analytics, SAS Studio  Desktop and Microsoft Office  Enterprise Guide, Add-In for MS Office  Functionality customized for you  Data access and manipulation  Visual Analytics, Add-In for MS Office, Enterprise Guide  Editing and running programs  Enterprise Guide, SAS Studio  Creating and customizing reports  Visual Analytics, Add-In for MS Office, Enterprise Guide  Sharing information and collaborating  Visual Analytics, Add-In for MS Office, Enterprise Guide, SAS Studio

31 31 Product Version information All example screen shots used the following products:  SAS Add-In for Microsoft Office 7.11  SAS Enterprise Guide 7.11  SAS Web Parts 6.13  SAS Studio 3.3  SAS Visual Analytics Designer 7.2  Microsoft Office 2013, SharePoint 2013

32 32 Interoperability Version Table Version of OA – Add-In for Microsoft Office (AMO), Enterprise Guide (EG), WebParts Supported Versions of Visual Analytics (VA) Supported Versions of SAS Studio Additional requirements AMO 6.1 WebParts 6.1 VA 6.1, 6.2 1 None 1 AMO limited to VA 6.1 until AMO 6.1M1 AMO 6.1M1 EG 6.1M1 WebParts 6.11 VA 6.2, 6.3, 6.4 2 None 2 AMO/EG hotfix 1 or later required for VA 6.4 support AMO 7.1 EG 7.1 WebParts 6.12 VA 6.2, 6.3, 6.4, 7.1SAS Studio 3.2, 3.3 3 3 SAS Studio integration with AMO and EG, not WebParts or VA AMO 7.11 EG 7.11 WebParts 6.13 VA 6.2, 6.3, 6.4, 7.1, 7.2SAS Studio 3.2, 3.3, 3.4 4 4 SAS Studio integration with AMO and EG, not WebParts or VA

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34 34 Session ID #1804


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