1. Frank Chen Loyalty & Insights Analyst Lawtons Drugs/National Sobeys Pharmacy I.A Weekly Report Development by using SAS EG II.MS Excel SAS Add-In

2. Loyalty Social Mobile Web Transaction IBeacon e Customer foot print in store Project Pineapple : Online shopping / browsing & transaction Customer’s social activity, preferences, Social group affinities Mobile activity, personalized offers response Shopping behavior, marketing response, demo, geographic & household Store level transaction Enhanced Single customer view Level of Insights Information collectedCurrent state Yet to start In progressCompleted Sobeys/Lawtons Customer view roadmap : Transaction + Digital Big Data & Customer Identity I know you don’t drink coffee often. But it’s Friday. Wanna try one? For you, it’s free of charge.

3. Business case: Enhancing shopper’s view to get the big picture Integrating social + Web data + with CIS & Advanced Analytics = huge potential !!! New data element : Social profile : Voice of shopper CIS: Shopper’s transaction and loyalty data Superior customer experience Enhanced MOE offer Enriched foundation segmentation & SCV Improved Merchandising Better Assortment Better communication mechanisms Input ProcessProcess BenefitsBenefits Monitoring of customer’s engagement with competitors Advanced Analytics Customer Identity

4. A couple of examples: Business Intelligence How business world benefited from the ideas in other fields …  Classic statistical techniques  Decision trees  Artificial neural networks  Nearest neighbor approaches: application of Memory-based reasoning  Survival analysis: adopted from medical research Very valuable for understanding customers: When to worry customer leaving? When will a customer come back? How to improve the customer retention? Differences from the medical research: 1. The consequences of marketing actions vs. the medical research 2. The volumes of data are so large that statistical concern s about confidence and accuracy are replaced by concerns about managing large volumes of data

5. 1. Think about the data needed to accomplish the goal and draw a diagram of the data flow if possible 2. Choose the method that will occupy the least database resources 3. Create new fields accordingly if output template is available 4. Expect modification/improvement in the future Basic steps to develop a EG project -using Sobeys CIS database as case study

6. Once we get the above output data, further analysis can be done in Excel (for example, pivot table can be a common option in this case). Now go to SAS EG Expected output data template

7.  We would expect this weekly report as automated as possible because this is a routine weekly trend report for monitoring purpose.  Just click the button? Almost, but you may want to give the orders to the machine Ordered Lists

8.  One-time manual work behind. Then we can enjoy the automation. Final output data

9. Start a new project

10.  Connect with the desired server, either a remote server or a local workstation. If all the data are stored in your own computer, then make sure all the data are loaded into SAS libraries.  Drag/double click the tables you need in the project.  This is pretty flexible. You don’t have to introduce any tables to the project if you choose to start with a SAS program.

11. SAS EG Project Flyer week (Friday-Thursday): Decided to use a program instead after the flyer-week data is available. Fiscal week: This is for overall sales metrics no matter if the customer scanned their air miles cards or not. Fiscal week (Sunday-Saturday): This part separates the carded customers from un-carded customers. Three aggregated levels are available: department level, front store total, and overall store total.

12. Flyer week data (Friday-Thursday) Fiscal week data (Sunday-Saturday): Three aggregated levels are available: department level, front store total, and overall store total.

13. Time query table with new developed primary key

14. Edit filter

15. Add tables & Join tables

16. Combine filter

17. How to link table, query, query builder, and SAS program together?  Some links are created automatically when you run a query builder or a SAS program, or when you design a new query builder.  For those have logical context relationships, but there is no link between them, you can link them with each other manually.

18. Why EG Project?  You don’t have to be a SAS programming user to create an EG project.  It allows the visualization of the whole data mining evolution. And it is quite flexible in terms of what can be included in a SAS project  It is quite straightforward to find out when there is error during the developing process.  It is a great tool when you are in the developing stage of new projects, such as a new periodic report or an Ad Hoc analysis, which are subject to continuous /further upgrading/improvement.

19.  Such a EG project can be replaced by a single SAS program depending on specific circumstances.  If this turns to be a mature routine report, you may consider to create a stored process (or called STP). This may enable your colleagues without any SAS knowledge to run the report instead.

20. Easy Use of Excel SAS Add-in SAS Add-in – Shown as a Tab in Excel Ribbon: enable colleagues without any SAS experiences to run SAS stored process (STP) reports, an easy access to data Stored Process A SAS program that is hosted on a server and described by metadata. Stored processes can be written by anyone who is familiar with the SAS programming language or with the aid of a SAS code generator such as SAS EG.

21. Stored processes automate the creation of periodic routine reports Thus the workload can be transferred to the direct stakeholders once the STP is developed and stored in the desired SAS server

22. Use stored processes to generate reports in Excel Excel SAS Add-in Configure SAS MS-Office Add-in 5.1 Through Excel 2010: If you use Stored Processes to generate reports, please confirm you have the “SAS” menu option in Excel 2010. If not, then the new SAS MS-Office Add-In needs to be installed – contact the Help Desk to arrange for installation. 1. Select SAS from the menu, then Tools, then Connections (see below)

23. Use stored processes to generate reports in Excel Excel SAS Add-in 2. Select the Server you wish to edit and click Modify. If no servers exist in your list, click Add (See below). Once complete, be sure to click the Set Active button.

24. Use stored processes to generate reports in Excel Excel SAS Add-in 3. You are now ready to use the SAS MS-Office Add-In to run Stored Processes. Just click on the Reports icon within Excel, choose the regional folder and select a report you wish to run. See Lawtons examples in the next slide:

25. Run stored processes

26. Any questions? Thank you!