Introduction to SAS Enterprise Guide

Sep 19, 2024

Getting Started with SAS Enterprise Guide

Introduction

  • Instructor: Luna
  • Overview of SAS Enterprise Guide: a user-friendly application for SAS on Microsoft Windows that offers a visual interface.
  • Tutorial will cover: accessing data, data preparation, analysis, programming features, process flows, and project organization.

Experience Level

  • Audience engagement on experience with SAS Enterprise Guide (novice to experienced users).

Behind the Scenes

  • SAS Interface:
    • Enterprise Guide prepares SAS code, which can be manually written or generated through tasks.
    • Code is processed by SAS, and results are returned to Enterprise Guide.

Projects

  • Definition: A project is a collection of files (data, programs, logs, tasks, etc.) saved as a .EGP file.
  • Features:
    • Control over contents, sequencing, and updating.
    • Tasks and wizards require projects to function.
    • Starting with EG 8.1: SAS programmers can open data without requiring a project.

Data Source Used

  • Example Company: Orion Star Sports and Outdoors (fictitious).
  • Data includes: products, orders, employees, and customers.
  • Business scenarios provided for context.

Navigating Enterprise Guide

  • Interface Layout:
    • Main menus/toolbar at the top.
    • Work area (Start page by default).
    • Navigation area on the left (Project pane, Open Items pane, Servers pane, Task pane, Prompt Manager pane).

Creating a Project

  1. Open a project: File > New > Projects.
  2. Add data: File > Open or using the folder icon.
  3. Added data appears in the Project pane and active Process Flow.

Adding Data & Tasks

  • Characterize Data Wizard: generates summary reports for data analysis.
    • Steps: Input verification, report option selection, unique categorical value limit.
  • Output Results: viewed in tabs (code, log, results, output data).

Query Builder for Data Manipulation

  • Purpose: Extract and manipulate data from one or more tables.
  • Features: Filter data, create computed columns, join tables, etc.

Using Query Builder

  • Business scenario: Analyze total amounts invoiced for internet orders.
  • Steps:
    1. Open Orders table in Query Builder.
    2. Select required columns and filtering options.
    3. Create new columns (e.g., Invoice_Amt).
    4. Apply filters and sorting.

Analyzing Data with Tasks

  • Example Tasks: One-way frequencies task, bar chart task, pie chart task.
  • Task Roles: Input data, filter data, assign column roles (analysis, grouping).
  • Customizing Results: Title modifications, choosing output formats (HTML, Excel, PDF, etc.).

Summary of Key Tasks

  1. One-Way Frequencies Task:
    • Example: Products count by category.
    • Customizations include filtering, changing titles, and output formats.
  2. Bar Chart Task:
    • Visual representation (bar charts) of data.
    • Steps: Assign variables, filter data, customize appearance.
  3. Pie Chart Task:
    • Example: Total salary by department excluding sales.
    • Use SAS code to customize outputs.

Project Organization Recommendations

  • Use descriptive names for tasks, processes, and outputs.
  • Document important details with notes.
  • Arrange objects logically and use background colors for distinction.

Programming in SAS

  • Programming features: Formatting, integrated syntax help, autocomplete, data step debugger.
  • Steps for Writing Code:
    • Use autocomplete for code efficiency.
    • Utilize the debugger for error checking.
    • Customize output formats via task properties.

Conclusion

  • Resources for further learning about SAS Enterprise Guide and programming available.
  • Encouragement to connect with SAS communities and follow relevant blogs.