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    This document discusses how to use SAS's ExcelXP tagset to generate department-level reports in Excel format with customized styles and macros to loop through departments. The ExcelXP tagset allows adding XML tags to SAS output to control formatting and features in Excel. Macros can be used to loop through departments to generate a customized Excel report for each department from SAS code and data.

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    This document discusses how to use SAS's ExcelXP tagset to generate department-level reports in Excel format with customized styles and macros to loop through departments. The ExcelXP tagset allows adding XML tags to SAS output to control formatting and features in Excel. Macros can be used to loop through departments to generate a customized Excel report for each department from SAS code and data.

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    39 views38 pages

    AIR2008 Fancy Departmental Excel Report

    Uploaded by

    sasdoc2010
    This document discusses how to use SAS's ExcelXP tagset to generate department-level reports in Excel format with customized styles and macros to loop through departments. The ExcelXP tagset allows adding XML tags to SAS output to control formatting and features in Excel. Macros can be used to loop through departments to generate a customized Excel report for each department from SAS code and data.

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    of 38

    Get Fancy Department Level Reports Using SAS ExcelXP Tagset

    2008 AIR Forum Seattle, Washington Ray Wallace (rwallace@wsu.edu) Washington State University View Presentation at http://www.ir.wsu.edu/

    Presentation Overview

    SAS Tagsets (Excel features from SAS) Style (Get it to look right) Department Looping (Macros)

    What is a Tagset?
    Adds tags to output using ODS

    Ex. HTML tag: <body>Put Body of Web Page Here</body>


    ExcelXP tagset uses xml tags, Ex. <Row><Cell><Data> data in the cell</Data></Cell></Row> Developed by Eric Gebhart from SAS

    Get the latest tagset code http://support.sas.com/rnd/base/ods/odsmarkup/index.html New version 1.86 available as of April 2008

    Install the Latest Tagset Download the latest version from support.sas.com Save the *.tpl file Open the *.tpl file in SAS Run it

    ExcelXP Tagset Code

    How Does A Tagset Work? A Tagset is just another ODS destination. E.g., listing html pdf Tagsets (such as ExcelXP)

    How Does A Tagset Work?

    Things you can do to an ODS Destination


    Open
    ods tagsets.ExcelXP file=foo.xls;
    tagsets.ExcelXP options(embedded_titles=yes);

    Manage ods

    Close

    ods tagsets.ExcelXP close;

    Get A List Of The Available Tagsets proc template; list tagsets; run;

    User-defined tagsets will be located in SASUSER.TEMPLAT. Tagsets provided by SAS are in SASHELP.TMPLMST

    How Does Style Work?

    Works with the ODS Define with proc template When issuing an ODS command style is implied
    Ex: ods tagsets.excelxp file = foo.xls; is the same as ods tagsets.excelxp file = foo.xls style = default;

    Get A List Of The Styles You Have

    proc template; list styles; run;


    Just like tagsets
    User-defined styles will be in SASUSER.TEMPLAT Styles provided by SAS are in SASHELP.TMPLMST

    Make Your Own Style

    Find a style you like then tweek it a little.


    proc template; source styles.default; run;

    Easy To Create Your Own Style


    Use inheritance then add your own twists proc template; Inheritance define style irstyle_xl; parent = styles.default; style systemtitle from systemtitle / background=white foreground=cx990033 Style Element end;

    Building a Report
    Department Level Accreditation Data Want a consolidated and concise report of information from various topic areas Display multiple years of data Easy for users to read Familiar format (Excel) Metadata/data definitions Extensible (able to add reports easily) Printable

    ExcelXP Options
    Over 60 options and controls allow SAS to control Excel. Including Table of Contents/Index Customizing column widths Zooming Header / footer control Excel comments Repeat cells Get Documentation: Sheet naming ods Tagsets.ExcelXP file = "c:\test.xls Page orientation options (doc='help') ;
    ods tagsets.Excelxp close ;

    ExcelXP Options
    Determine the zoom level on the worksheet
    ods tagsets.excelxp options (zoom=88) ; 100 is the default

    ExcelXP Options
    Repeat header row on each page for printing
    ods tagsets.excelxp options(row_repeat=header); Also Use these options none -default 1-3 5

    ExcelXP Options
    Create a sheet which has links names of all other worksheets.
    ods tagsets.excelxp options(index=yes);

    ExcelXP Options
    Name the worksheets
    ods tagsets.excelxp options (sheet_name=Overview Data)

    Could use a macro var &dept

    ExcelXP Options
    When to create a new sheet
    ods tagsets.excelxp options (sheet_interval=proc) ; Table is the default Also use page, bygroup, proc, none

    ExcelXP Options
    Format the page for printing
    ods tagsets.excelxp options (orientation=landscape);

    ExcelXP Options
    Tells Excel the width of each column
    ods tagsets.excelxp options (default_Column_Width=12,9,6,6,6,6,6,8);

    ExcelXP Style Options


    Use the currency format from Excel. In the proc report, proc print etc.
    define fy2003 / analysis style(column)={tagattr="format:$#,##0_);[Red]($#,##0)"}; Others: format:##0.0% format:##0.00

    Using Style

    Using proc format with Excel comments First


    proc format ; value $subjdesc MATH=Mathematics GENED=General Education ...more subject formats... ;

    Then

    ExcelXP Style Options


    Print comments in the appropriate cells down the column
    define prefix / group Prefix style(column)={flyover=$subjdesc.} ; Or explicitly define {fylover=Hello World}

    Three Levels of Style Hierarchy

    1.

    Document level (ods statement)

    ods tagsets.ExcelXP file = c:\Report for &dept..xls style=irstyle_xl;

    Three Levels of Style Hierarchy

    2.

    Procedure level (proc report statement)

    proc report data=sashelp.class style(header)={font_weight=bold};

    Three Levels of Style Hierarchy

    3a. Variable level e.g., define statement under proc report.


    define taught_to / group style(column)={flyover=$ownother.};

    Three Levels of Style Hierarchy

    3b. Variable level - break and rbreak statement in proc report


    rbreak after / ol summarize style(summary)=Total; Total is a style element defined in the irstyle_xl. style total from summary / flyover = font_style = italic;

    Two Levels of Style Specificity

    Two levels of specificity 1. Style definition reference

    style(header)=hrheader
    (predefined in irstyle_xl)

    2.

    Direct

    style(column)={font_size=2}

    Macro Looping

    To have your program create an Excel file for each academic department Use a macro!
    %macro deptloop(dept); SAS CODE %mend deptloop; %deptloop(CHEM)

    Macro Looping

    What goes in the SAS CODE portion of the program? First open the ODS destination and manage options for the first report.
    ods tagsets.ExcelXP file = c:\Report for &dept..xls style=irstyle_xl options (sheet interval=proc sheet_name=First dept report);

    Macro Looping

    What goes in the SAS CODE portion of the program? Then maybe some traffic lighting
    proc format; value traffic low - <10 10 - <50 50 - high

    = red = yellow = green

    Macro Looping

    What goes in the SAS CODE portion of the program?


    Now, the first report using proc print.
    proc print data = deptreport1 ; var subject / style(column)={flyover=$subjdesc.}; var headcount / style(header)={background=cxD99795} style(column)={background=traffic.}; where dept = &dept; run;

    Macro Looping

    What goes in the SAS CODE portion of the program? Use ExcelXP options again for the next report
    ods tagsets.ExcelXP options(sheet_name=Second Dept Report default_Column_Width=12,6,6,6,6,6); frozen_header=2 );

    Macro Looping What goes in the SAS CODE portion of the program? Write the second report.
    proc report data = deptreport2 nowd missing ; column subject acad_year, fte; define subject/ group Course Subject; define acad_year / across AY define fte /analysis sum FTE style(column)={tagattr="format:##0.0}; where dept = &dept; run;

    Macro Looping What goes in the SAS CODE portion of the program? Now finish it up.
    ods tagsets.ExcelXP close;

    This closes the ODS and finishes creating the Excel file. Then the macro must end and... %mend deptloop;

    SAS must call the macro for the code to actually run. %deptloop(CHEM)

    Macro Looping What if you have 100+ department and dont want to write 100+ %deptloop() macro calls?
    create macro var for a percent sign %let pctsign=%str(%%); This will write all your macro calls for you data _null_ ; set dept_list ; end = lastobs; file "c:\call the macro program.txt"; put "&pctsign" "deptloop (" dept +(1*-1) ")" ; run; This will run all your macro calls for you %include "c:\ call the macro program.txt" ;

    Question? Contact me at
    Ray Wallace (rwallace@wsu.edu) Washington State University

    View Presentation at http://www.ir.wsu.edu/

    Resources
    SAS-L newsgroup SAS emits SAS tech support

    Tagset Links
    http://support.sas.com/events/sasglobalforum/index.html http://support.sas.com/rnd/base/ods/odsmarkup/

    Style Links
    http://www.laurenhaworth.com/publications/195-28.pdf http://www.laurenhaworth.com/publications/132-30.pdf http://www.guptaprogramming.com/images/ODS_Custom.pdf

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