Eberhardt PivotTables

8/13/2019 Eberhardt PivotTables

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Copyright 2012, Fernwood Consulting Group Inc. All rights reserved.

The Armchair Quarterback:Writing SAS Code for thePerfect Pivot (Table, That Is)

Peter EberhardtFernwood Consulting Group Inc.

Louanna Kong

SAS Software (Beijing) Co. Ltd., China


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Copyright 2013 Peter Eberhardt, Fernwood Consulting Group Inc. All rights Reserved.

The Armchair Quarterback: Writing SAS Code for the Perfect Pivot (Table, That Is)

Agenda

Review Excel Pivot TablesData globalForum;

infile examples;

do until (timesUp);

input example 2.;

call ShowExcel(example);

call ShowSAS(example);

call youDo(example);

end;

run;

Impress your boss,get a raise,retire rich


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Thanks to Chevell Parker


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What is a Pivot Table?

Spreadsheet term

Data summarization

Cross tab with more than two dimensions

Drag and drop

Scaled down version of OLAP

PivotTable is a trademarked term of Microsoft


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Data table


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Data data table


7/111Copyright 2013 Peter Eberhardt, Fernwood Consulting Group Inc. All rights Reserved.



Wizard





Terminology PivotTable Field List

PivotTable Areas

Report Filter

Where clause Column Labels

Classification variable

Row Labels

Classification variable Summary Values

Statistic




TableEditor Tagset

PivotTables from SAS Base SAS

ODS

TableEditor Tagset

Not included in SAS distribution See the paper to get the download location




TableEditor Tagset

PivotTables from SAS Base SAS

ODS

TableEditor Tagset

Not included in SAS distribution See the paper to get the download location

t l t



proc template;define tagset Tagsets.Tableeditor;

mvar sysver;define event initialize;do /if $options["BANNER_COLOR_EVEN"];

set $banner_even $options["BANNER_COLOR_EVEN" ];

else;unset $banner_even;

done;

do /if $options["BANNER_COLOR_ODD"];set $banner_odd $options["BANNER_COLOR_ODD" ];

else;unset $banner_odd;done;

do /if $options["FBANNER_COLOR_EVEN"];set $fbanner_even $options["FBANNER_COLOR_EVEN" ];

else;

unset $fbanner_even;done;

do /if $options["FBANNER_COLOR_ODD"];set $fbanner_odd $options["FBANNER_COLOR_ODD" ];



else;unset $fbanner_odd;

done;

do /if $options["COL_COLOR_ODD"];set $col_odd $options["COL_COLOR_ODD" ];

else;unset $col_odd;

done;

do /if $options["COL_COLOR_EVEN"];set $col_even $options["COL_COLOR_EVEN"];

else;unset $col_even;

done;

do /if $options["HEADER_BCOLOR"];set $header_bcolor $options["HEADER_BCOLOR" ];

else;unset $header_bcolor;

done;

do /if cmp( $options["OVERRIDE"], "yes");set $override "yes";



else;unset $override;

done;

do /if cmp( $options["FROZEN_HEADERS"], "yes");set $frozen_headers "yes";

else;unset $frozen_headers;

done;

do /if $options["FROZEN_ROWHEADERS"];set $frozen_rowheaders $options["FROZEN_ROWHEADERS" ];

else;unset $frozen_rowheaders;

done;

do /if $options["HIGHLIGHT_COLOR"];set $highlight_color $options["HIGHLIGHT_COLOR" ];

else;unset $highlight_color;

done;

do /if $options["GRIDLINES"];set $borders $options["GRIDLINES" ];

The Armchair Q arterback Writing SAS Code for the Perfect Pi ot (Table That Is)




TableEditor Tagset

PivotTables from SAS* turn off the defaule listing destination;

ods tagsets.tableeditor

file="&resultsHome\example1.html"

options(

auto_excel = "yes" pivotrow = "product_line"

pivotcol = "quarter" pivotdata = "profit"

pivotpage = "year" quit="NO"

excel_save_file="&JavaResultsHome\example1.xlsx"

);

Title1 "Example 1 - Create the First Pivot Table";proc print data=sashelp.orsales;

run;

ods tagsets.tableeditor close;

The Armchair Quarterback: Writing SAS Code for the Perfect Pivot (Table That Is)




TableEditor Tagset


ods tagsets.tableeditorfile= &resultsHome\example1.htmloptions(





);


run;






TableEditor Tagset




options(auto_excel = yes pivotrow = product_linepivotcol = quarter pivotdata = profitpivotpage = year quit= NOexcel_save_file= &JavaResultsHome\example1.xlsx);


run;






TableEditor Tagset




options(





);

Title1 Example 1 - Create the First Pivot Table ;proc print data=sashelp.orsales;run;ods tagsets.tableeditor close;




TableEditor Tagset

PivotTables from SAS ODS tagsets.tableEditor destination

Generates a web page with detail data

A button to start Excel is automatically added

The first example we bypassed the button with theauto_excel=YESoption

Generates java script to build the pivot table



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Exercise 1

Click on the Eberhardt146icon to start SAS

In SAS

File Open Program

You should be in Examplesfolder

Open tableEditor.sas

This will create a temporary tableEditor tagset Submit this code and check the log.



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Q g ( , )

Exercise 1

Open exercise1.sas>>> create the pivot table just shown

button text will be Create PivotTableauto excel will be yespivot row will be product_linepivot columnwill be quarterpivot data will be profitpivot page will be yearquit will be NO



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g ( , )

Exercise 1

Open exercise1.sasods tagsets.tableeditorfile= &resultsHome\example1.htmloptions(

button_text = Create PivotTableauto_excel = yespivotrow = product_linepivotcol = quarterpivotdata = profitpivotpage = yearexcel_save_file= &JavaResultsHome\example1.xlsxquit= NO);


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Multiple Summary Variables

Change the summary statistic from sum to average Click on the Sum of Profit drop down

Click on Value Field setting

Select Average from the list



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Add quantity to summary values area


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I want to see one column per year Drag the Summary values from the column area to the row area


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In SAS



options(button_text = "Excel"

pivotrow = "product_line"

pivotcol = "year"

pivotdata = profit,quantitypivotdata_stats = average,sum");



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Exercise 2

Open exercise2.sas

>>> create the pivot table just shown

pivot row will be product_linepivot column will be yearpivot datawill be profit,quantitypivot datastatistics will be sum,average



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Exercise 2


button_text = Excelpivotrow = product_linepivotcol = yearpivotdata = profit,quantitypivotdata_stats = sum,average);



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Multiple Pivot Tables

Three pivotTables1. Minimum profit by quarter (columns) and product line (row)

2. Maximum profit by quarter (columns) and product line (row)

3. Average profit by quarter (columns) and product line (row)



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Repeat the process to create a pivotTable for eachsheet


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Exercise 3

Open exercise3.sas


pivot rowwill be product_linepivot columnwill be quarterpivot datawill be profit

first sheet statistic will be min, second sheet statistic will be max,

third sheet statistic will be Average



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Percent of Total

Statistic as percent of a total Percent of Row Total

Percent of Column Total

Percent of Grand Total

year as column area

product_category as row area

quantity as summary variable

Sum

Percent of row total


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Percent of Total



options(


sheet_name = "Qty_By_Year"pivotrow = "product_category"

pivotcol = "year"

pivotdata = "quantity"

pivotdata_stats = "sum"

pivotcalc = "row"

);



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Percent of Total



options(


sheet_name = "Qty_By_Year"pivotrow = "product_category"

pivotcol = "year"



pivotcalc = row);



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Percent of Total



options(


sheet_name = Qty_By_Yearpivotrow = "product_category"

pivotcol = "year"



pivotcalc = "row"

);


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Exercise 4


pivot rowwill be product_linepivot columnwill be quarterpivot datawill be profit

first sheet statistic will be min, second sheet statistic will be max,

third sheet statistic will be Average



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Exercise 4


button_text = Excelsheet_name = Qty_By_Yearpivotrow = product_categorypivotcol = yearpivotdata = quantitypivotdata_stats = sumpivotcalc = row);



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Formatting Data

Excel offers a variety of formatting options Use the pivotTable interface

Value Field settings

Each data variable needs to be set separately


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Formatting Data

Excel offers a variety of formatting options Custom format

[blue] #,###

Colour in square bracket (optional)

#,###

Insert commas, no decimal

Custom formats can have 4 sections separated by semi-colon (;)

1. Format for positive

2. Format for negative3. Format for zero

4. Format for text



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Formatting Data



options(

button_text="Excel"

pivotrow="product_line"pivotcol="year"

pivotdata="Profit,Quantity,salesTotal"

pivotdata_stats="Sum,Average,Max"

pivotdata_fmt="[blue] #,###~[red] $#,###.##~$#,###.##"

);



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Formatting Data



options(

button_text="Excel"


pivotdata= Profit,Quantity,salesTotalpivotdata_stats="Sum,Average,Max"

pivotdata_fmt="[blue] $#,### ~ [red] #,###.## ~ $#,###.##"

);



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Formatting Data



options(

button_text="Excel"


pivotdata="Profit,Quantity,salesTotal"

pivotdata_stats="Sum,Average,Max"

pivotdata_fmt= [blue] $#,### ~ [red] #,###.## ~ $#,###.##);


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Exercise 5


pivotrow will be product linepivotcol will be yearpivotdata will be profit, quantity, salesTotalpivotdata_stats will be sum, average, maxpivotdata_fmt will be

SUM: bluewith dollar/commas,AVERAGE: redwith commas,MAX: defaultwith dollar/commas



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Exercise 5


button_text = ExcelPivotrow = product_linePivotcol = yearPivotdata = Profit, Quantity, salesTotalpivotdata_stats = Sum, Average, Maxpivotdata_fmt = [blue] $#,### ~ [red] #,###.## ~ $#,###.##

);



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Adding PivotTable to the Data Sheet

Specify the location on the data sheet in the wizard



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options(


sheet_name = "Pivot With Data"

excel_autofilter = "yes"

ptdest_range= "g1"

pivotrow = "product_category"

pivotcol = "year"

pivotdata ="profit"

);



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options(



excel_autofilter = "yes"

ptdest_range= g1pivotrow = "product_category"

pivotcol = "year"

pivotdata ="profit"

);



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options(



excel_autofilter = yesptdest_range= "g1"


pivotcol = "year"

pivotdata ="profit"

);


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Exercise 7


sheet_namewill be Qty_By_Yearpivotrow will be product_categorypivotcol will be yearpivotdata will be profitptdest will be G1

pivot table and data are on same sheet



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Exercise 7



options(



excel_autofilter = "yes"ptdest_range = "g1"


pivotcol = "year"

pivotdata = "profit"

);



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Adding Sheets to an Existing Workbook

Excel offers numerous ways to add a sheet to an existingworkbook



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options(


update_target="&JavaResultsHome.\example7.xlsx"

sheet_name="Sales"

pivotrow="product_line"

pivotcol="year"

pivotdata="profit"

pivot_format="medium5"

);



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In SAS \ods tagsets.tableeditor


options(


update_target= &JavaResultsHome.\ example7.xlsxsheet_name="Sales"


pivotcol="year"

pivotdata="profit"

pivot_format="medium5"

);



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In SAS \ods tagsets.tableeditor


options(


update_target="&JavaResultsHome.\example7.xlsx"

sheet_name="Sales"


pivotcol="year"

pivotdata="profit"

pivot_format= medium5);


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Exercise 8


sheet_namewill be Salespivotrow will be product linepivotcol will be yearpivotdata

will be Profitpivot_formatwill be medium5update_targetwill be &JavaResultsHome.\example7.xlsx

--> update_target is an existing workbook that will updated



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Exercise 8


button_text = Excelupdate_target = &JavaResultsHome.\example7.xlsxsheet_name = Salespivotrow = product_linepivotcol = yearpivotdata = profitpivot_format = medium5);



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Updating a Range in an Existing Workbook

SAS Access for PC File Formats



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ods tagsets.tableeditor file= &resultsHome\example9.htmloptions(

button_text = Excelupdate_target= &javaDataHome\example9.xlsxupdate_sheet= Salesupdate_range= 1,7);



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Exercise 9

Open exercise9.sas>>> create the pivot table just shownbutton_text will be"Excelupdate_target will be&javaDataHome\example9.xlsxupdate_sheet will beSalesupdate_range will be row 1 column 7



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Exercise 9




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Creating pivotTables from Existing Workbook

Data already loaded in Excel from another source


C i i T bl f E i i W kb k


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ods tagsets.tableeditor file="&resultsHome\example10.html"

options(

update_target ="&javaDataHome\example10.xlsx"

sheet_name ="Profit, Quantity, Sales"

pivotrow ="Product_line | Product_line | Product_line"

pivotdata ="Profit | Quantity | Sales"auto_excel = "yes"

);


C ti i tT bl f E i ti W kb k


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options(


sheet_name = Profit, Quantity, Salespivotrow ="Product_line | Product_line | Product_line"

pivotdata ="Profit | Quantity | Sales"auto_excel = "yes"

);




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options(



pivotrow = Product_line | Product_line | Product_linepivotdata = Profit | Quantity | Salesauto_excel = "yes"

);




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options(



pivotrow ="Product_line | Product_line | Product_line"

pivotdata ="Profit | Quantity | Sales"auto_excel = yes);


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E i 10


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Exercise 10

Open exercise10.sas


update_target will be "&javaDataHome\example10.xlsx"

sheet_name will be Profit, Quantity, Sales

pivotrow will be "Product_line |Product_line | Product_line"

pivotdata will be "Profit | Quantity | Sales"

auto_excel will be yes

Note the use of the DATA _NULL_ report to generate a dummy web page


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Exercise 10


update_target= &javaDataHome\example10.xlsxsheet_name= Profit, Quantity, Salespivotrow= Product_line | Product_line | Product_linepivotcol= year | year | yearpivotdata= Profit | Quantity | Salesauto_excel = yes);

Title1 Example 10 - PivotTables from an Existing Workbook ;data _null_;file print;put Create Pivot Tables ;run;ods tagsets.tableeditor close;


C ti i tCh t


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Creating pivotCharts

Wizardinsert pivotChart

Creates pivotTable AND pivotChart

Changes to the table are immediately reflected in chart


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In SAS


options(


pivotrow ="product_line"

pivotcol = "year"

pivotdata = "profit"

pivotdata_fmt= "#,###"

pivotcharts = yeschart_type = conecol

);


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Exercise 11


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Exercise 11

Open exercise11.sas


pivotrow will be product_linepivotcol will be yearpivotdata will be profitpivotdata_fmt will be #,###pivotcharts will be YESchart_type will be conecol


Exercise 11


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Exercise 11


button_text = Excelpivotrow= product_linepivotcol= yearpivotdata= profitpivotdata_fmt= #,###pivotcharts= yeschart_type= conecol

);




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Adding notations to the chart

options(

pivotcol="year"

pivotdata="profit"

pivotdata_fmt="#,###"

pivotcharts="yes"chart_type="cylindercol"

chart_title="Profit Analysis"

chart_yaxes_title="Profit"

chart_xaxes_title="Product Line"

chart_xaxes_orientation="45"

chart_yaxes_numberformat="currency"

);




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Adding notations to the chart

options(

pivotcol="year"

pivotdata="profit"

pivotdata_fmt="#,###"

pivotcharts="yes"chart_type="cylindercol"

chart_title= Profit Analysischart_yaxes_title= Profitchart_xaxes_title= Product Linechart_xaxes_orientation= 45chart_yaxes_numberformat=" $ #,###.##");


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Review


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Review

TableEditor tagset

Easy to create PivotTables and PivotCharts

Numerous options to control virtually every part of thePivotTable and PivotChart

See paper for the options

Can generate data as part of the process

Can use data in existing workbooks


Thanks


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Thanks

To you for attending

Maribeth and Ann for asking us to speak

Chevell Parker for the sharing his knowledge


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Peter [email protected]

[email protected]

Louanna Kong
mailto:[email protected]:[email protected]


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Documents

Eberhardt PivotTables