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ENTERPRISE GUIDE 4.3 ( SAS ® 9.2 TS2M3) Edmonton SAS User Group May 11, 2011 John Kirtz Snowy Owl Software [email protected] ® SAS is the registered trademark of SAS Institute Inc, North Carolina, USA Implementing an Automated Analytic Process 1

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Page 1: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

ENTERPRISE GUIDE 4.3

( SAS® 9.2 TS2M3)

Edmonton SAS User Group

May 11, 2011

John Kirtz

Snowy Owl Software

[email protected]

® SAS is the registered trademark of SAS Institute Inc, North Carolina, USA

Implementing an Automated Analytic Process

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Page 2: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

INTRODUCTION Presentation Objectives

Encourage traditional SAS programmers to explore enterprise guide 4.3

“Real Programmers use the SAS editor!”

Come over to the dark side, succumb to the power of 4.3

Why I actually started to use 4.3

Who is using EG 4.3 ?

Who is aware of new features in EG 4.3 ?

Demo EG can be used for more than developing SAS programs

Why I should have started to use EG earlier

No need to be a systems or SAS expert

Daily / weekly data updates

Analysis projects that need to be repeated

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Page 3: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

INTRODUCTION Presentation Outline

Introduction

1. Review EG and SAS configuration used

2. Some features of Enterprise Guide 4.3

Come over to the dark side

3. Implement a sample automated analytic process using EG 4.3

Scenario

Data processing ( hook in external SAS programs)

Analysis / Report Output products ( EG Tasks – no code)

Product Delivery ( EG Report and Email objects – no code)

Automate (EG Schedule process – no code)

4. Closing Remarks

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Page 4: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

SAS And Enterprise Guide Installation

Software Used For Presentation

Windows 7 Ultimate

SAS 9.2 M3 Installation

Foundation :Base / Graph / QC

Enterprise Guide 4.3

default configuration installed with SAS Foundation

Strictly using features easily available to SAS programmers

No need for IT support

No SAS BI Software

No Stored Processes

Many more capabilities with SAS BI installed

Access to metadata

Centralized data / projects

Roles based processing

Full use of Stored Processes

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Page 5: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3

Come over to the dark side Intellisense

Very efficient for slow typist and bad speller

now use much longer more descriptive datasets names

Allows easy exploration of all possible choices

New formats, informats, functions always being added

New procs and procs I had forgotten about

Hard to remember options and syntax for procs I was familiar with

Break old habits

Found I always tended to use what I already knew

Use favourite colours as opposed to checking available

Allowed me to update my coding elements

More powerful influence than it seems on the surface

Examples

Just show what is available

No attempt to detail how to access

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Page 6: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3

Come over to the dark side Integrated Syntax Help

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Page 7: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3

Come over to the dark side Syntax Suggestion and Auto-complete

Available Functions and Context Based Parameter Help

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Page 8: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Available Libraries and Data Members

Parentheses Matching

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Page 9: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Macro Variables and Macro Functions

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Page 10: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Colour Selection Format Selection

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Page 11: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Other Useful Features

Finding Errors In Log

Ctrl+E : next error

Ctrl+Shift+E : previous error

Analyse Program Execution

Detailed Report

Procedure and DATA steps

File and data sources

Process flow representation

so-so results in this release

Clean Up Program Formatting Problems

see below

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Page 12: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Format Program Code (before)

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Page 13: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Some Features Of Enterprise Guide 4.3 Come over to the dark side

Format Program Code (after)

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Page 14: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Scenario

Snowy Owl Feed produces hog feed on five production lines at their Fort Saskatchewan Plant.

Decided to test implementing NIR based QA/QC on one of the production lines

Machine was installed on a line and set-up to test a sample every 3 minutes

At the end of each hour the machine outputs a “batch” jdx file containing scan and constituent data

The data in this file is to be used to generate distinct reports to NIR research and Product QA/QC dept

If test is successful then NIR machines will be installed on all five lines.

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Page 15: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Process Flow

NIR

Machine

Consti-

tuent

Dataset

Product

Sampled

( 3 min)

Const

Listing

Import

Data

File

Batch

JDX File

( 1 hour)

EG

Report

QA/QC

Scan

Dataset

EG

Analytic

Tasks

Shew

Hart

Scan

Plots

Scan

CV

EG

Report

NIR

Support

EMail

Batch

Dataset

Problem

with

Process

Data Acquisition Analysis and Reports Report Distribution Exception Handling

Upload

Data

QA/QC

Data

Marts

Extract

Report

Data

EG

EMail

EG

EMail

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Page 16: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process SAS Tasks

Create an Enterprise Guide project

Develop SAS program to read JDX data into SAS datasets

Batch, Constituent Concentration, Nir Scan data

External program so it can be used elsewhere

Develop SAS program to load batch datasets into historical SAS data marts

Code separate as may switch to relational database later ( blob structure for NIR data)

External program so it can be used elsewhere

Develop SAS program to extract report data from historical data marts

Code separate as may switch to relational database later

External program so it can be used elsewhere

Implement required analysis reports

Use analytic EG tasks

Implement required report distribution

Use EG Email objects

Separate email task for each dept

Test the process manually

Automate the project

Use project schedule object

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Page 17: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Create Project : Add Autoexec Process

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Page 18: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Data Acquisition : Data File Structure

Jcamp-Dx Format ( see handout)

Documented at http://www.jcamp-dx.org/

ASCII

Divided into sections

1. File Header

contains batch-file info

For each Sample there is a distinct section

2. Sample header

Identify sample

Scan parameters

3. Sample Constituent Data

Predicted from scan

Equations for constituents can be purchased or developed internally

4. NIR Scan Data

value for each wavelength captured by the machine

array of values defined by sample header

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Page 19: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Data Acquisition : Information to be Captured

2. Sample Header ##TITLE= UltraHog1A

##JCAMP-DX= 4.24

##DATA TYPE= NEAR INFRARED SPECTRUM

##ORIGIN= Unity InfoStar Converter

##OWNER= FortSaskLineA3

##DATE= 05/05/2011

##TIME= 12:03:00

##SAMPLE DESCRIPTION=FortSaskLineA3

##SPECTROMETER/DATA SYSTEM= UNITY

##XUNITS= NANOMETERS

##YUNITS= ABSORBANCE

##XFACTOR= 1

##YFACTOR= 0.0000001

##FIRSTX= 680

##LASTX= 2498

3. Sample Constituent

##CONCENTRATIONS= (NCU)

(<Protein >, 12.342947, ?)

(<Starch >, 59.667493, ?)

(<Energy >, 4043.35476, ?)

(<DEC >, 3088.24806, ?)

(<Lysine >, 0.388842, ?)

(<TotalFiber >, 18.936235, ?)

1. File Header

##TITLE= UltraHog1A

##JCAMP-DX= 4.24

##DATA TYPE= LINK

##BLOCKS= 50

##ORIGIN= Unity InfoStar Converter

##OWNER= FortSaskLineA3

##DATE= 05/05/2011

##TIME= 12:00:00

4. Scan NIR Data

##DELTAX= 1

##XYDATA= (X++(Y..Y))

680 -973670 -989915 -990243 -1002979 -1011126 -1017817

686 -1030018 -1041358 -1047110 -1059269 -1071373 -1076076

692 -1088688 -1094826 -1110564 -1118795 -1121593 -1126253

698 -1133244 -1143778 -1147941 -1161458 -1164918 -1167587

2474 3588844 3548895 3509170 3467828 3426212 3385334

2480 3348105 3306655 3269560 3234108 3193521 3155512

2486 3109822 3078577 3035928 2997463 2958904 2924827

2492 2885571 2852518 2819183 2782962 2753934 2710218

2498 2673369

##END=

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Page 20: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Data Acquisition : Data Capture and Storage

Develop programs

Link in execution order

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Page 21: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : Extract Report Data

Develop program to extract required data from data marts

Link to UpdateDatabase program to insure correct execution order

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Page 22: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : Extract Report Data

Execute HogFeedQAQC process flow to create analysis datasets ( needed to develop analytic tasks)

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Page 23: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : Batch Constituent Listing

Select ConstituentWideX dataset, click on Data List task

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Page 24: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : Constituent Shewhart Charts

Select ConstituentX dataset, click on Individual Measurements Chart task

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Page 25: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : NIR Scan Plots

Select NIRWAVELENGHTX dataset, click on Line Plot task

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Page 26: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : NIR Wavelength Statistics

Select NIRWAVELENGHTX dataset, click on Summary Table task

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Page 27: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : Analysis Tasks Implemented

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Page 28: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : QA/QC Dept Report

Using Report Object

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Page 29: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Analysis and Reports : NIR Dept Report

Using Report Object

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Page 30: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Report Distribution : Create PDF Version of QA/QC Report

Use Export Option of QA/QC Report menu to create a PDF file

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Page 31: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Report Distribution : Create PDF Version of NIR Report

Use Export Option of NIR Report menu to create a PDF file

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Page 32: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Report Distribution : Ready to Implement Emails

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Page 33: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Report Distribution : Email Administration

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Page 34: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Report Distribution : Email QA/QC Report

Use Send To Option of QAQC Depart Report.pdf object “Email Recipient as step in project”

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Page 35: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Project : Complete

Use Export Option of NIR Report menu to create a PDF file

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Page 36: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Sample Automated Process Project : Schedule

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Page 37: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Closing Remarks Not Perfect (Yet)!

SAS putting a lot of effort into EG

still a few bugs but hot fixes are on the way.

No task or method to shut down automated EG before it has completed the process

no equivalent to ENDSAS statement

need to set up a global “status” macro to conditionally execute steps

no date for a fix for this

An automated project that contains a “conditional task” may hang

requires a Task Manager shutdown

hot fix on the way in May (2011)

Icon in process flow window indicates if there was an error but process cannot access this information

SAS is aware of this and are planning to remedy it but no date available

Problems with:

DDE

X statement and systask (possible permissions issue)

SAS statements that do not work well in a SAS batch program

Interactive environments such as the Report window

SAS/AF Applications

%WINDOW Statements

DATA step debugger

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Page 38: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

Closing Remarks Not Perfect (Yet)!

Add-ins

Export to Excel 2007-2010

works if you do not have Access to pc file formats

Access to ODS Graphics Designer

allow you run the designer from within an EG session

Custom Add-ins

can develop your own using Visual Basic or C#

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Page 39: ENTERPRISE GUIDE 4.3 ( SAS 9.2 TS2M3) · Software Used For Presentation Windows 7 Ultimate SAS 9.2 M3 Installation Foundation :Base / Graph / QC Enterprise Guide 4.3 ... Data Acquisition

MANAGING A PROCESS WITH E.G. 4.3

John Kirtz

Snowy Owl Software

[email protected]

780-998-7455

The End!

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