Regency MX Excel User Manual

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Paper HOW-004
SAS® Add in to MS Office – A Tutorial
Angela Hall, Zencos Consulting, Cary, NC
ABSTRACT
Business folks use Excel and have no desire to learn SAS Enterprise Guide? MS PowerPoint presentations
prevail in displaying charts and summarizing results? SAS® Add in to MS Office is a perfect fit for these
scenarios. Users have the ability to open huge datasets in MS Excel and run SAS analytics via a simple
interface. From PowerPoint, users can create charts and quickly update them in future meetings with new
data.
INTRODUCTION
The purpose of this paper is to provide examples of functionality from within SAS® Add in to MS Office in a
manner that is easy to follow and replicate.
SAS® Add in to MS Office provides the user a very familiar interface to experience the SAS Power to Know.
This also provides SAS programmers another avenue to surface SAS Stored Processes to business users.
SYSTEM REQUIREMENTS
The following examples require the use of SAS v9 BI or EBI Server. Clients also are required to download
MS .Net Framework, SAS Add in to MS Office and utilize MS Office.
SETTING UP ACCESS TO THE SAS BI/EBI SERVER
From the SAS Menu, Select Tools->Server Connections to set up a direct link to the Metadata Server. The
three screen shots below detail this. Note: if the SAS BI/EBI plan file is setup correctly for client
deployments, this step should be seamless.
Chan
g
e Connections
Enter Machine Information
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Summary of Contents

Page 1 - Paper HOW-004

1 Paper HOW-004 SAS® Add in to MS Office – A Tutorial Angela Hall, Zencos Consulting, Cary, NC ABSTRACT Business folks use Excel and have no desire t

Page 2 - OPEN SAS DATASETS

10 The appearance tab allows users to specify display options. These are specific to the SAS Task selected and the type of display chosen. Titles al

Page 3 - DATA SOURCE OPTIONS

11 OUTPUT OPTIONS From the SAS Menu Bar, Select Options. This GUI provides users with the ability to customize items such as how the data table is dis

Page 4 - QUERYING DATA TABLES

12 3. Options – Graph Tab Choose the type and size of display image produced. 4. Options – Task Tab Modify the default footnote.

Page 5 - … Generates a list of

13 5. Options – Stored Process Tab 6. Options – Advanced Tab The Advanced Options Tab also offers Email settings.

Page 6

14 INTERACTING WITH OUTPUT By right-clicking on the graph, you can (if using ActiveX or JAVA graphics device driver) do the same tasks as you would

Page 7 - ‘Is in a list of values’

15 By clicking on the last item ‘Properties’ of the above menu, you will then get to the following screenshot. This details the SAS Object properties.

Page 8 - ANALYZE DATA

16 3. Properties – Execution Tab Graph (or Data) Refresh defaults for the object. 4. Properties – Appearance Tab The SAS graph settings and formats

Page 9

17 5. Properties – Advanced Tab Additional properties users can adjust.

Page 10

18 FORWARDING RESULTS TO OTHER OFFICE PRODUCTS SAS -> Tools -> Send To -> Word/PowerPoint is a option for a SAS Object built through the SA

Page 12

2 SAS ADD IN TO MS OFFICE – MS EXCEL INTRODUCTION Once the SAS Add in has been installed on the desktop, the SAS toolbar (containing buttons for Activ

Page 13 - 6. Options – Advanced Tab

20 STORED PROCESSES Stored Processes are viewable via the Toolbar button Reports:

Page 14 - INTERACTING WITH OUTPUT

21 REFRESHING REPORTS By clicking the Refresh Multiple Button, all the SAS Objects in the Excel Workbook can be refreshed, or you can pick and choose.

Page 15

22 OUTLOOK INTEGRATION An ‘unsupported’ SAS Feature is that by using Outlook with the Word Editor on for New Messages, the Add in to MS Office add-in

Page 16

23 MS POWERPOINT The same functionality is now available in PowerPoint – HOWEVER, users cannot open datasets as they can in Excel.

Page 17

24 REFERENCES Additional tutorials are available from Zencos’ Youtube Channel ZencosTV. http://www.youtube.com/zencostv CONTACT INFORMATION Your com

Page 18 - Data Tools

3 DATA SOURCE OPTIONS When Selecting Data Sources either for use during the Analyze Data task or by selecting SAS->Open Data Source, you have the a

Page 19

4 QUERYING DATA TABLES As an example, when you open the data source SASHELP.SHOES after choosing Analyze Data, the following screen will appear:

Page 20 - STORED PROCESSES

5 You can then filter the data source: … Generates a list of values that corresponds to the Data

Page 21 - REFRESHING REPORTS

6 Select ‘And’, ‘Or’, criteria and the next line will display. Select ‘X’ to delete the line.

Page 22 - OUTLOOK INTEGRATION

7 Simulate a VLOOKUP excel function by pasting in multiple values: Required Option ‘Is in a list of values’

Page 23 - MS POWERPOINT

8 ANALYZE DATA The Analyze Data tab goes to a list of SAS Tasks, similar to SAS Enterprise Guide’s Task Menu Bar. Some items will not run if the conn

Page 24 - CONTACT INFORMATION

9 Analyze data tasks are very easy to use, included is an example for generating a BAR Chart. First you select the display type, these are similar to

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