Using SAS Output Delivery System (ODS) Markup - … · Using SAS® Output Delivery System (ODS)...

Using SAS® Output Delivery System (ODS) Markup to Generate Custom PivotTable and PivotChart Reports

Chevell Parker Technical Support Analyst, SAS Institute Inc.

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Copyright © 2010, SAS Institute Inc. All rights reserved.

Overview

Introduction to Microsoft Excel PivotTable Reports

Customizing PivotTable Reports and Worksheets

Creating and Enhancing PivotChart Reports

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Introduction to Microsoft Excel PivotTable Reports

Defining a PivotTable Report

Anatomy of a PivotTable Report

Creating a PivotTable Report

Customizing PivotTable Reports

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Defining a PivotTable Report

A PivotTable report is a special table that is stored in the cache memory.

This type of storage enables you to view the report in various ways.

In the SAS® System, the closest equivalent to a

PivotTable is the TABULATE procedure.

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Why the Hype over PivotTable Reports?

Answers fundamental business questions

Makes sense out of the masses of data

Is easy to generate and chart

Provides the ability to change the orientation of data

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Anatomy of a PivotTable Report

A PivotTable report comprises various areas of the page:

Page area—filters or subsets a page.

Row area—adds data to the row.

Column area—adds column and field headers.

Data area—adds summary value that is to be analyzed.

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Creating Pivot Table Layout-Classic

Product_Line Year Profit

Quarter

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Creating PivotTable Reports: Current Layout Using Microsoft Excel 2007

Year

YEAR

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Preparing and Reviewing Source Data

To prepare your data as the source of the PivotTable report, do the following:

Verify subtotal are removed from the data.

Verify that columns contain one type of data.

Verify that each column has a heading.

Verify all blank spaces are removed from the source data.

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Creating Basic PivotTable Reports with Microsoft Excel

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Creating PivotTable Reports Using the TableEditor Tagset

With the TableEditor tagset, PivotTable reports are created from options that are passed in the code.

The TableEditor tagset can generate worksheets, PivotTable reports, and PivotChart reports.

Automation is used from within the Microsoft Internet Explorer browser.

You can execute TableEditor code in various ways.

The tagset uses Visual Basic for Applications (VBA) to modify Excel objects.

The TableEditor tagset is available at support.sas.com/rnd/base/ods/odsmarkup/tableeditor/index.html.

http://support.sas.com/rnd/base/ods/odsmarkup/tableeditor/index.html

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Ask the Questions That you Choose

What are the total sales for each product by region?

Which products are selling best over time?

Which country has the best sales?

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SAS® ODS Markup Language: The Perfect Tool

ODS markup language enables you to access all metadata using SAS procedures and the SAS DATA step.

You can use ODS markup to pass options and to generate text.

In the markup language, you can use DATA step functions, dictionaries, streams, and triggers.

You have complete control on the markup that is generated.

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ods tagsets.tableeditor file=“temp.html"

Options(pivotrow="product,product_category"

pivotcol="month"

pivotdata="actual,predict"

pivotpage="region");

proc print data=sashelp.prdsale;

run;

ods tagsets.tableeditor close;

SAS® ODS Markup Language: Building the Underlying Code

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define event initialize;

do /if $options["PIVOTROW"];

set $pivotrow $options["PIVOTROW" ];

done;

end;

do /if $pivotrow;

do /if index($pivotrow, ",");

set $pivotrow_value scan($pivotrow,1,",");

eval $pivcount 1;

do /while ^cmp( $pivotrow_value, " ");

set $p_row[] strip($pivotrow_value);

eval $pivcount $pivcount +1;

set $pivotrow_value

scan($pivotrow,$pivcount,",");

done;

. . .more code. . .

SAS® ODS Markup Language: Building the Underlying Code (continued)

(continued)

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.

.

.

else;

set $p_row[] strip($pivotrow);

done;

iterate $p_row;

do /while _value_;

putq " pvtTable.PivotFields(" upcase(_value_)

").Orientation = 1;" NL;

done;

next $p_row;

done;

done;

SAS® ODS Markup Language: Building the Underlying Code (continued)

(example code continued)

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Doc_Body (Start)

Table (Start)

(Finish)

Doc_Body (Finish)

Stream opened

Workbook statements added

Stream closed

Stream re-opened

Worksheet statements added

Stream closed

Stream re-opened

Workbook statements added

Stream closed

Excel options

Excel options

Excel options

tr.select();

document.execCommand("copy");

var xl = new

ActiveXObject("Excel.Application");

xl.Visible = true;

var wb = xl.Workbooks.Add();

var sheet = wb.ActiveSheet;

wb.Worksheets.Add;

var pws = wb.ActiveSheet;

pws.Name="Pivot_example";

var pvtTable = pws.PivotTableWizard( 1,

varSource=wb.sheets("Pivot")… ;

PivotFields("PRODUCT").Orientation = 1;

PivotFields("YEAR").Orientation = 2;

PivotFields("PROFIT").Orientation = 4;

sheet.SaveAs("c:\\temp\\xxx.xls");

// delete unused sheets

wb.Sheets("Sheet1").Delete;



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ods tagsets.tableeditor

file="%sysfunc(getoption(work))\work.html"

options(auto_excel="yes"

pivotrow="product"

pivotcol="month"

pivotdata="actual,predict"

pivotpage="region");

proc print data=sashelp.prdsale;

run;


SAS® ODS Markup: Methods of Creating PivotTables

The following example creates a Web page in a temporary file that

automatically opens an Excel worksheet and a PivotTable report.

The OPTIONS parameter defines the various areas of the report.

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SAS® ODS Markup: Methods of Creating PivotTables (continued)

The previous

code

generates this

HTML Web

page. To

create the

corresponding

PivotTable

report, click Create

PivotTable.

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Column Area

Row Area

Data Area

SAS® ODS Markup: Methods of Creating PivotTables (continued)

The PivotTable report that is created from the HTML Web page:

Page Area

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Customizing PivotTable Reports

You can customize PivotTable reports in the following ways:

add and modify the statistics or functions

enhance output using number formats and styles

provide captions and other customizations

update existing workbooks and worksheets

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Modifying the Default Summary Function in Excel

Available statistics in Excel:

Average—the average of the data items

Count—the number of data items

Countnums—the number of data items with numeric values

Max—the data item with the largest value

Min—the data item with the smallest value

Product—the result of multiplying the data items

StdDev—the sample standard deviation

StdDevP—the population standard deviation

Sum—the result of adding the data items

Var—the sample variance

Varp—the population variance

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Modifying the Default Summary Function Using ODS Markup


file="temp.html"

options(pivotrow="product_line"

pivotcol="year"

pivotdata="profit,quantity"

pivotdata_stats="sum,average");

proc print data=sashelp.orsales;

run;


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Changing Summary Field Calculations


options(sheet_name="Profit"

pivotrow="product_line"

pivotcol="year"

pivotdata="profit"

pivotdata_stats="sum"

pivotcalc="column") ;


run;


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PivotTable Reports and Cell Formatting



pivotcol="year"

pivotdata="profit,quantity,

total_retail_sales"

pivotdata_stats="sum,average,

max"

pivotdata_fmt="[blue]$#,###,

[red] #,###,

$#,###”;


run;


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PivotTable Reports and Cell Formatting (continued)

The previous code example results in the following PivotTable report:

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Adding PivotTable Styles with Excel 2007 and with the TableEditor Tagset

Excel 2007 uses a ribbon command bar to enhance style functionality.

With the TableEditor tagset, you apply styles with the PIVOT_FORMAT= option.

Note: To see a complete list of available options, specify the DOC=“HELP” option.

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Adding PivotTable Styles with Excel 2007 and with the TableEditor Tagset (continued)

Enhanced style functionality using Excel 2007 ribbons:

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Adding PivotTable Styles with Excel 2007 and with the TableEditor Tagset (continued)

ods tagsets.tableeditor file="temp.html”


pivotcol="year"


pivot_format="dark2");

. . .more code. . .

ods tagsets.tableeditor file="temp.html";


pivotcol="year"



. . .more code. . .

ods tagsets.tableeditor file="temp.html";

options(pivotrow="product_line, product_category"

pivotcol="year"



. . .more code. . .

Enhanced style functionality using the TableEditor tagset:

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Using the Tagset to Modify Captions and Totals for Calculations

Add captions for data values.

Control the display of the field list.

Remove a row and the final calculated total.

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Modifying Captions

ods tagsets.tableeditor file="temp.html"

options(pivotrow="Product_line"

pivotcol="year"


pivotcalc="row"

pivot_fieldlist="no"

pivotdata_caption="% of profit,

% of quantity"

);

proc print data=sashelp.orsales

run;


Captions can be added to enhance your report.

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Updating Existing Worksheets and Workbooks

With the TableEditor tagset, you can perform the following customizations:

update existing native .XLSX, .XML, or .CSV files

append or merge graphics and PivotTable reports

modify the data source when you create PivotTable reports

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Updating Existing Worksheets and Workbooks

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Enhancing Worksheets

The tagset also enables you to enhance your worksheets:

position tables on the worksheet

use templates as a basis for new worksheets

use worksheet styles and create PivotTable reports

create dashboards by executing macros

modify all parts of the worksheet

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Enhancing Worksheets (continued)

Ods tagsets.tableeditor file=“temp.html”

options(excel_autofilter="yes”

excel_frozen_headers="5”

excel_orientation="landscape”

excel_zoom="95”

auto_format="dark6”

worksheet_location="5,5”

macro="'c:\\temp\\example1.xlsm„!Macro1")

;

proc report data=sashelp.orsales nowd;run;


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Creating Effective PivotChart Reports

You can perform the following customizations using either Excel or the tagset:

change the type of chart

customize chart axes

modify the charts

embed charts

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Selecting and Modifying Chart Types

In Excel 2007:

Graphic capabilities have been enhanced.

You can specify a data source or have it dynamically created.

You can modify areas of a chart.

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Chart Title Value Axis

Category Axis

Field List

Legend

Components of a PivotChart Report

Series Title

Chart Area

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Adding Chart Types with the TableEditor Tagset


options(pivotrow="Product_line"

pivotcol="year"

pivotdata="profit"

pivotcharts="yes"

chart_type="line");

proc print data=sashelp.orsales

run;


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options(pivotrow="product_ line"

pivotcol="year"

pivotdata="profit"

pivotdata_fmt="#,###"

pivotcharts="yes"

chart_type="cylindercol"

chart_title="Profit Analysis"

chart_yaxes_title="Profit"

chart_xaxes_title="Product");

proc print data=orsales;

run;




pivotcol="year"

pivotdata="profit"

pivotcharts="yes”




chart_legend="below"

chart_datalabels="value"

chart_yaxes_numberformat=" $#,###"

chart_xaxes_orientation=" -45")

. . .more code. . .



pivotcol="year"

pivotdata="profit"

pivotcharts="yes"




chart_legend=“right"


chart_yaxes_numberformat="$#,###"

chart_area_color="40");

. . .more code. . .

Modifying Chart Labels and Axis Options

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Modifying Chart Styles



pivotcol="year"

pivotdata="profit"

pivotcharts="yes"




chart_legend="below"


chart_yaxes_numberformat="$#,###"

chart_style="43");

. . .more code. . .

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POSITIONING PIVOTCHART REPORTS IN A WORKSHEET


options(pivotrow=“sex"

pivotcol=“age"

pivotdata=“height”

worksheet_location="3,3”

ptdest_range="a10”

chart_style="42”

chart_source="a10"

chart_position="150,275,100”

chart_location="Table_1”

chart_type="line”)

. . .more code. . .

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Modifying Chart Layouts

ods tagsets.tableeditor file="c:\temp.html”

options(pivotrow="product_line”

pivotcol="year”

pivotdata="profit”

pivotdata_fmt="#,###”

pivotcharts="yes”

chart_type="barclustered”

chart_title="Profit Analysis”

chart_yaxes_title="Profit”

chart_xaxes_title="Product_Line”

chart_style="42”

chart_legend="bottom”

chart_datalabels="value”

chart_layout="9");

. . .more code. . .

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ADVANCED AND CUSTOMIZED LAYOUTS


options(pivotrow="product_category”

pivotdata="quantity,profit,total_retail_price”

pivotdata_caption="Qantity %,Profit %, Price %”

pivotdata_stats="sum,sum,sum”

pivotcalc="column”

pivot_format="dark1”

pivot_subtotals="no”

pivotdata_tocolumns="yes");

. . .more code. . .

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Conclusion

Creating effective, customized PivotTable or PivotChart reports is easy with the TableEditor tagset, which was created with SAS ODS markup language.

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Resources

“Creating That Perfect Data Grid Using ODS” http://www2.sas.com/proceedings/forum2008/258-2008.pdf

“ODS Markup” http://support.sas.com/rnd/base/ods/odsmarkup/index.html

“Creating a Data Grid Like VB.NET” http://support.sas.com/rnd/base/ods/odsmarkup/tableeditor/index.html

“Using ODS to Create Custom PivotTables and PivotCharts” http://support.sas.com/resources/papers/proceedings10/003-2010.pdf

http://www2.sas.com/proceedings/forum2008/258-2008.pdf



http://support.sas.com/rnd/base/ods/odsmarkup/index.html

http://support.sas.com/rnd/base/ods/odsmarkup/index.html



http://support.sas.com/resources/papers/proceedings10/003-2010.pdf




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Contact Information

EMAIL: [email protected]

mailto:[email protected]

Date post:	10-Apr-2018
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