air2008 fancy departmental excel report

Get Fancy Department Level

Reports Using SAS ExcelXP Tagset

2008 AIR Forum

Seattle, Washington

Ray Wallace ([email protected])

Washington State University

View Presentation at

http://www.ir.wsu.edu/

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: <body>Put Body of Web Page Here</body>

• ExcelXP tagset uses xml tags, Ex.

<Row><Cell><Data> data in the

cell</Data></Cell></Row>

• Developed by Eric Gebhart from SAS

• Get the latest tagset code• http://support.sas.com/rnd/base/ods/odsmarkup/index.html• 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.User-defined tagsets will be located in SASUSER.TEMPLAT.Tagsets provided by SAS are in SASHELP.TMPLMSTTagsets 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 impliedEx:

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=cx990033 end;

Style Element

Inheritance

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 worksheetods 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 worksheetsods tagsets.excelxp options (sheet_name=‘Overview Data’)

Could use a macro var“&dept”

ExcelXP Options

When to create a new sheetods 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 columnods 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;


2. Procedure level (proc report statement)

proc report data=sashelp.classstyle(header)={font_weight=bold};


3a. Variable level – e.g., define statement under proc report.

define taught_to / group style(column)={flyover=$ownother.};


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_xloptions (sheet interval=‘proc’

sheet_name=‘First dept report’);

Macro Looping


Then maybe some traffic lighting…

proc format;value traffic

low - <10 = ‘red’ 10 - <50 = ‘yellow’ 50 - high = ‘green’

Macro Looping


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


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


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


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 youdata _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 ([email protected])

Washington State University

View Presentation at

http://www.ir.wsu.edu/

ResourcesSAS-L newsgroupSAS emits SAS tech support

Tagset Linkshttp://support.sas.com/events/sasglobalforum/index.htmlhttp://support.sas.com/rnd/base/ods/odsmarkup/

Style Linkshttp://www.laurenhaworth.com/publications/195-28.pdfhttp://www.laurenhaworth.com/publications/132-30.pdfhttp://www.guptaprogramming.com/images/ODS_Custom.pdf

air2008 fancy departmental excel report

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