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Intro to Proc Report with Excel Output Barbara B. Okerson WellPoint West Region Client Reporting & Analytics Slide 2 Presentation Outline What is Proc Report? Syntax Customization Writing to Excel Example with healthcare data 2 Slide 3 Proc Report SAS tool to summarize and display data Flexible and customizable Use Proc Report for: Summary Reports Statistics Detail Reports Compute Blocks | FOR INTERNAL USE ONLY | DO NOT COPY 3 Slide 4 Proc Report Syntax PROC REPORT DATA= datasetname ; COLUMN variable list and column specifications; DEFINE column / column usage and attributes; COMPUTE column; compute block statements; ENDCOMP; RUN; | FOR INTERNAL USE ONLY | DO NOT COPY 4 Slide 5 Using the COLUMN Statement Column statement can be used to: Identify fields of interest Add headers Group fields Attach statistics to fields Fields must be listed in the order to be displayed | FOR INTERNAL USE ONLY | DO NOT COPY 5 Slide 6 Using the DEFINE Statement Lists column and attributes (attributes after / ) The type attribute: DISPLAY - displays the value of the field (default for character fields). GROUP - Consolidate observations using this field. ANALYSIS - Used in calculations with a statistic (default for numeric fields). COMPUTED- Specifies a field that is to be created in a compute block. ORDER - Sorts the data and forms groups for summary statistics, ACROSS - Used to create groups across rather than down the page. | FOR INTERNAL USE ONLY | DO NOT COPY 6 Slide 7 Using the DEFINE Statement (continued) Other DEFINE statement attributes: Format specifies how column is formatted Width width of column Noprint do not display this column Flow wrap wide text Statistic statistic to be calculated Style use style elements with the report | FOR INTERNAL USE ONLY | DO NOT COPY 7 Slide 8 Sample Report Syntax title1 'Using Proc Report'; title2 'Sample Report'; proc report data=sample nowd; columns month group med_members rx_members; define month/"Report Month"; define group / "Group Number"; define med_members / "Medical Members"; define rx_members / "Pharmacy Members"; run; | FOR INTERNAL USE ONLY | DO NOT COPY 8 Slide 9 Output | FOR INTERNAL USE ONLY | DO NOT COPY 9 Slide 10 Report Code with Formats and HTML Output ods html style=statistical; title1 'Using Proc Report'; title2 'Sample Report'; proc report data=sample nowd; columns month group med_members rx_members; define month/"Report Month f=YYMMn6.; define group / "Group Number"; define med_members / "Medical Members f=comma7.; define rx_members / "Pharmacy Members f=comma7.; run; ods html close; | FOR INTERNAL USE ONLY | DO NOT COPY 10 Slide 11 Sample Report Output with Formatting | FOR INTERNAL USE ONLY | DO NOT COPY 11 Slide 12 Using the COMPUTE Statement The COMPUTE statement can be used to: modify values within a column insert lines of text into the report to create columns control the content of a column | FOR INTERNAL USE ONLY | DO NOT COPY 12 Slide 13 Add a COMPUTE to Sample Report proc report data=sample nowd; columns month group med_members rx_members ratio ; define month/"Report Month"; define group / "Group Number"; define med_members / analysis mean "Medical Members"; define rx_members / analysis mean "Pharmacy Members"; define ratio/computed; compute ratio; ratio = rx_members.mean/med_members.mean; endcompute; run; | FOR INTERNAL USE ONLY | DO NOT COPY 13 Slide 14 New Sample Report | FOR INTERNAL USE ONLY | DO NOT COPY 14 Slide 15 Creating Subtotals and Totals in Proc Report ods html style=seaside; title1 'Using Proc Report'; title2 'Sample Report'; proc Report data=sample nowd; columns group month med_members rx_members ; define group / group "Group Number"; define month/ order "Report Month" f=yymmn6.; define med_members / "Medical Members" f=comma6.; define rx_members / "Pharmacy Members" f=comma6.; break after group/summarize; rbreak after/summarize; run; ods html close; | FOR INTERNAL USE ONLY | DO NOT COPY 15 Slide 16 Report With Subtotals and Totals | FOR INTERNAL USE ONLY | DO NOT COPY 16 Slide 17 Group and Order Order fields ORDER=FORMATTED Sorts by a fields formatted values ORDER=DATA Sorts in the order that the field values are encountered in the data set ORDER=INTERNAL Sorts by a fields unformatted values ORDER=FREQ Sorts by frequency counts of the field values Group fields consolidate observations under grouped fields | FOR INTERNAL USE ONLY | DO NOT COPY 17 Slide 18 Additional Customizations Titles and Footnotes Writing to Microsoft Excel Splitting and spanning column headers Number formats Modifying cell widths Run date Line color Readability option | FOR INTERNAL USE ONLY | DO NOT COPY 18 Slide 19 | FOR INTERNAL USE ONLY | DO NOT COPY19 Slide 20 Proc Report Code Statements | FOR INTERNAL USE ONLY | DO NOT COPY20 proc report nowd data=sample2 split='/'; columns subgroup month ('-Medical Membership-' contracts members) ('-Total Paid- ('-Medical-' inpatient_paid outpatient_paid professional_paid tot_med ) pharmacy dental vision total); define subgroup / order order=data display format =$10. style=[cellwidth=.85 in]; define month / order display 'Paid Month' format=$6.; define contracts/ display '# of Subscribers' style=[tagattr="format:#,###" cellwidth=.9 in]; define members / display '# of Members' style=[tagattr="format:#,###"]; define inpatient _paid/ display 'Inpatient' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; define outpatient_paid / display 'Outpatient' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;' cellwidth= 1 in}; define professional _paid/ display 'Professional' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;' cellwidth= 1.1 in}; define tot_med/ display 'Medical/Paid/Amount' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; define pharmacy/ display 'Pharmacy' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; define dental / display 'Dental' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; define vision / display 'Vision' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; define total / display 'Total' style(column)={tagattr='format:$#,##0.00;[Red]($#,##0.00);[Black]0.00;'}; run; Slide 21 Spanning Headers Columns subgroup month ('-Medical Membership-' contracts members) ('-Total Paid- ('-Medical-' inpatient_paid outpatient_paid professional_paid tot_med ) pharmacy dental vision total); | FOR INTERNAL USE ONLY | DO NOT COPY 21 Slide 22 Style Attributes define contracts/ display '# of Subscribers' style=[tagattr="format:#,###" cellwidth=.9 in]; define members / display '# of Members style=[tagattr="format:#,###"]; define inpatient _paid/ display 'Inpatient style(column)={tagattr='format:$#,##0.00;[Red]($#, ##0.00);[Black]0.00;'}; define outpatient_paid / display 'Outpatient style(column)={tagattr='format:$#,##0.00;[Red]($#, ##0.00);[Black]0.00;' cellwidth= 1 in}; | FOR INTERNAL USE ONLY | DO NOT COPY 22 Slide 23 Peripheral Code | FOR INTERNAL USE ONLY | DO NOT COPY23 ods Tagsets.ExcelXP file='R:\BOkerson\WellPoint SAS Users Group\Proc Report March 2013\new_style3.xml' style=minimal options(embedded_titles='yes' embedded_footnotes='yes'); ods tagsets.excelxp options(sheet_name = 'Sample'); title1 j=c 'CXXXXX Sample Company'; title2 j=c 'CONTRACTS, MEMBERSHIP AND PAID AMOUNT BY SETTING BY MONTH'; title3 j=c 'Paid Period: Nov 01, 2012 through Dec 31, 2012'; title4 j=c 'RIM KKKKK'; Proc report footnote2 j=c "This confidential information should not be distributed without Anthem's prior written consent and should only be used to review health care utilization."; footnote3 j=c "The Anthem Blue Cross and Blue Shield Companies are independent licensees of the Blue Cross and Blue Shield Association."; footnote4 j=c "Group Number(s) - CXXXXX selected segments"; footnote5 j=l "Run Date = &rundate"; ODS Tagsets.ExcelXP close; Slide 24 Titles and Footnotes Justification (j=c) Other options Height Font Color Background color Underline | FOR INTERNAL USE ONLY | DO NOT COPY 24 Slide 25 Writing to Excel ODS tagsets.excelxp file='R:\bokerson\Sample\CXXXXX_SampleCompany_MonRpt_EDW_RIM KKKKK_201211_201212.xml style=minimal options(embedded_titles='yes embedded_footnotes='yes'); ODS tagsets.excelxp options(sheet_name = Sample'); .report statements ODS tagsets.excelxp close; | FOR INTERNAL USE ONLY | DO NOT COPY 25 Slide 26 Setting the Style and Destination Type ODS tagsets.excelxp . style=minimal . ODS style collection of elements ODS style attributes e.g. font, color, width ODS Tagsets associate template with destination ODS ExcelXP Tagset Destination output in Microsofts SpreadsheetML XML format Combine style and tagset | FOR INTERNAL USE ONLY | DO NOT COPY 26 Slide 27 Style=seaside Bolded title and headers Shaded background for title cells Colored grid lines | FOR INTERNAL USE ONLY | DO NOT COPY 27 Slide 28 Style=default Shaded backgrounds Italic and bolded header White grid lines | FOR INTERNAL USE ONLY | DO NOT COPY 28 Slide 29 Available SAS Styles To view available styles run the following code: proc template; list styles; run; SAS writes the list of available styles in the output window. | FOR INTERNAL USE ONLY | DO NOT COPY 29 Slide 30 Add Group And Order Order: define subgroup / order order=data display format =$10. style=[cellwidth=.85 in]; define month / order display 'Paid Month' format=$6.; Group: define subgroup / group order=data display format =$10. style=[cellwidth=.85 in]; define month / order display 'Paid Month' format=$6.; | FOR INTERNAL USE ONLY | DO NOT COPY 30 Slide 31 Order and Group Output Corner of original report. Corner of report with subgroup as group field. | FOR INTERNAL USE ONLY | DO NOT COPY 31 Slide 32 Automatic Run Date Store date in macro field: data _null_; today_date=today(); CALL SYMPUT('rundate',put(today_date,mmddyy10.)); run; Use macro field in footnote: footnote5 j=l "Run Date = &rundate"; | FOR INTERNAL USE ONLY | DO NOT COPY 32 Slide 33 Other Enhancements Line color Highlight every other row Write to multiple worksheets | FOR INTERNAL USE ONLY | DO NOT COPY 33 Slide 34 Proc Template to Modify Line Color proc template; define style styles.test; parent=styles.minimal; style table from table/ bordercolor =blue; end; run; ods Tagsets.ExcelXP file='R:\BOkerson\WellPoint SAS Users Group\new_style4x.xml' style=test options(embedded_titles='yes' embedded_footnotes='yes' ); | FOR INTERNAL USE ONLY | DO NOT COPY 34 Slide 35 | FOR INTERNAL USE ONLY | DO NOT COPY35 Slide 36 Compute Group Code for Line Shading Compute subgroup; line_count+1; if mod(line_count,2)=0 then do; call define (_row_, "style", "style=[background=cxF2F2DF]"); end; Endcomp; | FOR INTERNAL USE ONLY | DO NOT COPY 36 Slide 37 | FOR INTERNAL USE ONLY | DO NOT COPY37 Slide 38 Code for Multiple Sheets with By-Value ods Tagsets.excelxp file='R:\BOkerson\totals2.xml' style=minimal options(embedded_titles='yes' embedded_footnotes='yes' ); ods tagsets.excelxp options(sheet_name = '#byval(subgroup )'); proc Report nowd data=sample3 headline headskip split='/'; columns ('-#byval(Subgoup)-' month ('-Medical Membership-' contracts members) ('-Total Paid-' ('-Medical-' inpatient_paid outpatient_paid professional_paid tot_med) pharmacy )); define month / order 'Paid Month' format=$6.;............. by subgroup; run; ODS Tagsets.excelxp close; | FOR INTERNAL USE ONLY | DO NOT COPY 38 Slide 39 Proc Report By Value Output | FOR INTERNAL USE ONLY | DO NOT COPY 39 Slide 40 Add a Logo to Proc Report Output MSOffice2K_x tagset Download from http://support.sas.com/rnd/base/ods/odsmarkup/msoffice2k/index.html http://support.sas.com/rnd/base/ods/odsmarkup/msoffice2k/index.html Run the code before running Proc Report WellPoint logo in upper left corner Options image_path="R:\bokerson\wellpoint_logo.gif" image_height="45" image_width="90" |40 Slide 41 41 Slide 42 | FOR INTERNAL USE ONLY | DO NOT COPY42 Questions??? Slide 43 Contact Information Barbara B. Okerson, Ph.D Senior Health Information Consultant, West Region Client Reporting & Analytics WellPoint Health Care Analytics Phone: 804-662-5287 Email: barbara.okerson@wellpoint.combarbara.okerson@wellpoint.com | FOR INTERNAL USE ONLY | DO NOT COPY 43