SAS Add-In for Microsoft Office – Beginners Overview

What is SAS Add-In for Microsoft Office?

SAS Add-In for Microsoft Office is a Component Object Model (COM) add-in that enables business users to transparently leverage the power of SAS data access, reporting and analytics directly from Microsoft Office via integrated menus and toolbars. After arriving at the desired results, users can publish the Office documents to relevant decision makers using native Office functionality, and the recipients can update the embedded results from the Office documents on demand and as needed. SAS Add-In for Microsoft Office is capable of accessing very large, server based data sources (bypassing the traditional 65,536 row data size limit of Excel 2003), analysing the data and returning results back to Microsoft Word, Excel or PowerPoint.

Introduction to Workshop ScenarioThis workshop explores the SAS functionality available to the Microsoft Office user. The user will be taken through the steps of running existing SAS artefacts in the form of stored processes and reports as well as take them through the steps of creating a new report from scratch.

This workshop makes use of the Orion Star sample data source. Orion Star Sports & Outdoors is a fictitious retail company that sells sports and outdoor products.

Orion Start has retail stores in many countries throughout the world. The company sells products in retail stores, through catalogue mail orders and over the Internet. The company utilises the Orion Star Club to track purchases, enabling analyses of buying patterns

and providing a basis for customer relationship management (CRM) activities and targeted product offerings.

Thank you for using SAS Add-In to Microsoft Office Page 1

During the workshop you will be exposed to some of the functionality within Data Integration Studio that assists the developer with creating and managing integration tasks.

Using SAS Add-In for Microsoft Office1. Invoke Microsoft Excel

a. Select Start → Program → Microsoft Office → Microsoft Office Excel 2007. When using Office 2007, the SAS add-in functionality displays as a tab on the ribbon.

b.

The Data Options Group is only available in Microsoft Excel and enables you to perform the following functions.

i. Open a SAS data source into a worksheet, a pivot table, or bothii. Select the variables to include in the output

iii. Use a filter to subset the dataiv. Sort the datav. Set Olap options

c.

The Active Data group enables you to perform the following functions:i. Select the data with which you wish to work

ii. Navigate through the rows of data

Thank you for using SAS Add-In to Microsoft Office Page 2

d.

The Analyze Data & Group enables you to perform the following functions:i. Analyse data by running SAS tasks and wizards

ii. View and execute SAS Reports and SAS Stored Processesiii. Create SAS Favourites for quickly accessing content

e.

The Current Selection group enables you to perform the following functions:i. Refresh the SAS content

ii. Modify the SAS contentiii. Set the properties of a data source or the results of a report or analysisiv. Restore content that was deleted or not insertedv. View the input data source

f.

The Manage group provides choices that enable you to access the following functionality:i. SAS style, publishing, and scheduling tools

ii. SAS contentsiii. Status of processes that create or refresh contentiv. SAS add-in optionsv. SAS add-in help

2. Open an existing SAS Stored Processa. Select Reports in the Analyze Data & Report groupb. Navigate to SAS Folders → Projects → SUNZ → AMO → 4. Stored Processesc. Select the Sales by Gender and Country stored process

Thank you for using SAS Add-In to Microsoft Office Page 3

d. Click Open

The stored process produces a Pie chart for every Gender with a breakdown of sales by Country on a new worksheet .

e. Right-mouse-click anywhere on the chart to explore the options available to modify the output

Thank you for using SAS Add-In to Microsoft Office Page 4

f. Change the Chart Type to a Vertical Bar chart by selecting Chart Type → Vertical Bar Chart

3. Open an existing SAS Web Report Studio Reporta. Select Reports in the Analyze Data & Report groupb. Navigate to SAS Folders → Projects → Orion Sporting Goods Demo → 2. Business

Intelligence → SAS Reportsc. Select the 1. Revenue Vs Targets report and d. Click Open

Thank you for using SAS Add-In to Microsoft Office Page 5

The report opens in a new worksheet.

SAS Web Report Studio, Enterprise Guide and SAS Add-In for Microsoft Office supports the Report Object Model which allows reports created in Web Report Studio and Enterprise Guide to be opened in Add-In for Microsoft Office.

4. Recreate the report produced by the SAS Stored Process in Exercise 2a. On the Active Data group select data by clicking on the drop down box and navigating to SAS

Folders → Projects →SUNZ → AMO → 2. Information Mapsb. Select the Information Map called Orion Star TRP

This information map is a join between the Customer dimension table and the Order fact table.

c. Move all the available columns to the Selected variables windows d. Click OK

Thank you for using SAS Add-In to Microsoft Office Page 6

e. On the Analyze Data & Report group, click on the Graph drop down menu and select Pie ChartThe Pie Chart wizard opens.

f. Select the Group Pie chart on the Pie Chart section

g. Select the Data section on the left and move the Country field to the Column to chart, the Gender field to Group pies by and the Total Retail Price to Sum of

Thank you for using SAS Add-In to Microsoft Office Page 7

h. On the Layout section change the Percentage to Inside, the Statistic value to Outside and the Group Layout to Across and 2 like the screenshot below

i. On the Legend section, change legend to Show Legend and South

j. Change the Chart Area properties to be the same as the screenshot below

Thank you for using SAS Add-In to Microsoft Office Page 8

k. Change the Title to Sales by Gender and Country and remove the Footnote

l. Click Run

Output similar to the SAS Stored process is produced.

Thank you for using SAS Add-In to Microsoft Office Page 9

m. On the SAS ribbon, Current Selection group click on the dropdown below the Refresh button

n. The user has two optionsi. Refresh (to refresh the content on select worksheet) and

ii. Refresh multiple to refresh all or select SAS contento. Select Refresh multiple

This window gives a list of all the SAS Content as well as the last run time for each object. The user can select all or only selected objects to refresh.

p. Click Refresh

5. Send results to Microsoft Worda. In the Manage group, select Tools → Send To → Microsoft Word

Thank you for using SAS Add-In to Microsoft Office Page 10

b. Only select the Pie Chart object

c. Click Send

Microsoft Word opens and with the Pie chart on the first page.

Thank you for using SAS Add-In to Microsoft Office Page 11

d. On the Page Layout page change orientation to landscape

6. Optional Exercise - Execute a SAS Stored Process from Microsoft PowerPointa. Open Microsoft PowerPointb. Choose a slide designc. Select Reports in the Analyze Data & Report groupd. Navigate to SAS Folders → Projects → SUNZ → AMO → 4. Stored Processese. Select the Sales by Gender and Country stored processf. Click Open

g. Right-mouse-click anywhere on the chart and select properties

Thank you for using SAS Add-In to Microsoft Office Page 12

h. On the Execution tab, check the Refresh on file open checkbox

The stored process will now be executed every time the user opens the file.

i. Select the View SAS Contents on the Manage group

Thank you for using SAS Add-In to Microsoft Office Page 13

A window opens which shows all the different types of SAS content in this workbook as well as when it was last executed.

Advanced Exercise1. Open the SUNZ cube into a Pivot table and answer the following questions:

a. Which country had the highest retail sales in the 4th quarter of 2001?b. Which age group has the highest retail sales in the United Kingdom in the year 2000?

Thank you for using SAS Add-In to Microsoft Office Page 14