Introduction to Enterprise Guide

1
Introduction to Enterprise Guide

• Jennifer Schmidt
• Rhonda Ellis
• Cassandra Hall

2
What is Enterprise Guide?

• Windows client application for SAS
• Point click analysis and reporting
• Code editing facility
• Builds code, accesses SAS to process the code,
  and then receives and displays results
• Can access SAS locally or on a server

3
Layout

• Windows
• Project
• Task List
• Task Status
• Data Grid
• Menus
• Toolbars

4
Layout
5
Help
To Access Help Menu Enterprise Guide
Help or Click on task of interest in Task List
press F1
6
Tasks to be covered

• Jennifer
• Defining Projects
• Adding/Creating Data
• Tables
• Importing Merging Data
• Creating Reports
• Creating Charts Graphs
• Customizing Reports

• Cassandra
• Create summary data
• Add data to query
• Graphing queried data
• Creating a summary table
• Strengths Weaknesses
• of Enterprise Guide

• Rhonda
• Querying to filter data
• Reporting from filtered data
• Querying Merging data
• Working with columns in a
• query
• Creating frequency counts

7
Tasks to be covered

• Jennifer
• Defining Projects
• Adding/Creating Data
• Tables
• Importing Merging Data
• Creating Reports
• Creating Charts Graphs
• Customizing Reports

• Cassandra
• Create summary data
• Add data to query
• Graphing queried data
• Creating a summary table
• Strengths Weaknesses
• of Enterprise Guide

• Rhonda
• Querying to filter data
• Reporting from filtered data
• Querying Merging data
• Creating frequency counts
• Reporting from queried data

8
The Basics Creating Projects, Adding , Importing
Merging Data

• Creating Projects
• Click on File, New to get started
• Once project is defined, add notes, data tables,
  code using
• the Insert Menu

• Adding Data to a Project
• Inserting existing data creates a reference
  to the data, not a copy of the file!
• All data must be in table format (Columns
  character or numeric variables)
• Can reference data from databases (DB2, Oracle,
  etc) or from other formats
• (Excel, Access, Lotus, Text, HTML, ODBC,
  OLE/DB, etc.)

• Importing Merging Data
• Click the Tools Menu, then Import Data
• Can create and save SAS data sets from Excel,
  Delimited and Fixed
• Width Text Files

9
The Basics Creating Modifying Reports, Graphs,
Customizing Report Styles

• Creating Modifying (Group by Variable) Reports
• Click on data table in Project Window use the
  Task List by Category to
• select List Data
• Use the Control Key to Drag Drop desired
  variables into variable list under
• List Data Roles
• Use Group table by, Page by, Total by, Subtotal
  by, and Identifying label to
• modify the report
• Can right click on variable within the List
  Data task to see variable properties

• Graphs
• Click on data table in Project Window use the
  Graph Menu to walk through
• forming a graph
• Can interactively modify a graph by right
  clicking on the graphics
• Right click on graphs form interactively to save

• Customizing Report Styles
• EG Default Applied until changed
• Click on Report, Tools, Style Manager to change
  styles, or use Menu bar

10
Tasks to be covered

• Jennifer
• Defining Projects
• Adding/Creating Data
• Tables
• Importing Merging Data
• Creating Reports
• Creating Charts Graphs
• Customizing Reports

• Cassandra
• Create summary data
• Add data to query
• Graphing queried data
• Creating a summary table
• Strengths Weaknesses
• of Enterprise Guide

• Rhonda
• Querying to filter data
• Reporting from filtered data
• Querying Merging data
• Creating frequency counts
• Reporting from queried data

11
Querying to Filter Data

• Create a filter
• activate data table, Select query builder using
  the tools menu, query, create from active data,
  and drag desired variables to the window on the
  right.
• Set conditions to be filtered
• Using the query builder
• Allows you to extract data from one or more
  tables.
• The query only extracts the rows that are met by
  conditions that you set.
• Conditions are based on the columns.

12
Reporting from Filtered Data

• Once you have filtered the data, you can use
  the list data task to make formatted report of
  your new data set.

• Creating a report
• Make sure that the new subset of data is
  selected.
• Scroll through the Task Category list and
  select List Data in the
• Descriptive category.
• In the Variables to Assign box select the
  variables that you want in the
• report and drag them to the List Variable area.

13
Querying Merging Data

• The Query Builder allows you to join data from
  up to 32 tables.

• Merging Data
• After activating the query builder and
  selecting Create from Active Data again,
• Click Add Data
• Select the data set that you wish to add
• Click Tables in the query builder
• If the two data sets have common columns then
  they we join automatically
• Click Run Query

14
Working With Columns in a Query

• Summary
• Here you can select the columns you want in the
  query results
• You may also specify the column order and sort
  priorities
• You can change column properties, such as labels
  and formats
• replace values in a column
• create a new column.

• Selecting Columns
• Be sure to select the data set to make it
  active.
• In the Query builder you want to click the
  select and sort tab.
• Here all the columns will be listed, so delete
  the unwanted columns.
• You may also sort the columns by moving them up
  or down in the list.

15
Creating Frequency Counts

• To create the frequency counts, you must select
  the proper data in the project window

• In the Tasks by category window select One-Way
  Frequencies

• Select the statistics that you want.

16
Tasks to be covered

• Jennifer
• Defining Projects
• Adding/Creating Data
• Tables
• Importing Merging Data
• Creating Reports
• Creating Charts Graphs
• Customizing Reports

• Cassandra
• Create summary data
• Add data to query
• Graphing queried data
• Creating a summary table
• Strengths Weaknesses
• of Enterprise Guide

• Rhonda
• Querying to filter data
• Reporting from filtered data
• Querying Merging data
• Creating frequency counts
• Reporting from queried data

17
Creating Summary Data

• Summary
• Summary Statistics task provides data
  summarization tools to compute statistics for
  variables across all observations and within
  groups of observations
• Will create summary reports that focus on product
  sales and profit data for each food category
• Need sales data, and
• Data from AllProdInfo

• What to do
• Open and view the Orders data
• Start the task and assign variables to roles
• Select statistics
• Generate the output data set

18
Add Data to an Existing Query

• Summary
• Adds the summary data to the AllProdInfo query
• Creates a computed column for total profit
• With sales and profit info. available, you can
  reate a bar chart of total profit, and
• A summary table of sales by category and product

• What to do
• Manually join the new table
• Select columns and change column properties
• Create a computed column and add a format
• Add a format to the new column
• Export the data to Excel

19
Create a Bar Chart from Query Data

• Summary
• Generates a bar chart showing total profit for
  each food category
• Customize the appearance of the chart

• What to Do
• Start the task and select a chart type
• Assign variables to roles
• Customize the appearance
• Create the chart

20
Create Summary Table

• Summary
• Using the Summary Tables task, you can
  display descriptive statistics in tabular format
  for some or all of the columns in a table.

• How to do
• Start the task and assign variables to roles
• Design the table
• Format the Total Units Sold column
• Format the Total Profit Column
• Add titles and footnotes
• View the results