SAS 9.

2
Enterprise Guide 4.2
What’s New

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 Overall Themes

 Overall application and UI

• Improved Role-Based UI, Project and Recovery,
Conditional Logic

 Data manipulation / exploration

• Filtering, “Advanced” Query Builder, Import Data,
Information Maps, OLAP Analyzer

 Analysis & Results

• New Tasks, Task Templates, Prompting
(dynamic/cascading), Reporting, ODS Graphics, Send
To Office using Add-In for Microsoft Office

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 Overall application

 Simplified UI
• Context-based
• Role-based

 Multiple Repositories
 Project Log
 Project Recovery/Auto-Save
 Conditional Logic in Flow

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 UI Framework: Current Issues
The open
output is a flat,
unorganized
list.
Thirteen
top-level
Also, there is
menus may
no connection
intimidate
between what
some users.
is open and
what is
selected in the
tree, and so
The tree is very long tab
five levels names are
deep, used to try to
unwieldy, identify the
and often tab.
quite long.

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 Selected Design Goals
 Contextualize EG: Initially de-emphasize the amount and variety
of functionality in EG and instead surface it only when needed.
 Improve organization: for output and all associated information
for an analysis
 Simplify the tree
 Improve layout: Reduce layout combinations to only those that
make sense

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 Simplified User Interface – Default View

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 Simplified User Interface

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Copyright © 2006, SAS Institute Inc. All rights reserved. Company confidential - for internal use only
 Role-based UI and administration

 Admin can set roles for users or groups

 Customize application functionality for sets of
users, e.g.,
• Customize Tasks available
• Query builder, data import / export options
• Ability to insert or create code
• Limit certain options to administrator

 Read-only status on content created by others

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 Read-only information for actions

SAS Folders X

Show: All Types for EG

My Folder When certain

Maps functions are
Analysis
All Folders
turned off, users
Foundation can click on this
Development
link to see the
Test
‘Functions’ dialog
that shows
what’s been
Connection: Jane Doe, pcrdsrv3.na.sas.com. Functions: restricted. turned on/off.

Options dialog.
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 Customized Functions for EG
Connection: Jane Doe, pcrdsrv3.na.sas.com. Functions: restricted.

Function Settings for Jane Doe

The following shows what tjfwuser2 is allowed to use. Contact administrator if you need to change the settings.

Name Authorized Category Description

Replace SAS server No Administration Modify SAS Server in project
Repository or server options No Administration Modify repository and server options
Security options No Administration Modify security options
Distribute to Channels Yes Distribution Publish content to channels
Distribute to Email recipients No Distribution Send content as emails
Open project from local computer Yes Open or import Open a EG project from local file syst…
Open data from local computer Yes Open or import Open a data source from local file sys…
Open data from SAS server files Yes Open or import Open a data srouce from SAS servers
Open data from Exchange No Open or import Open a data table from Exchange ser…
Open data from OLEDB No Open or import Open a data table from OLEDB server
Open data from ODBC No Open or import Open a data table from ODBC server
Import source from local computer Yes Open or import Import data source from lcoal file sys…
Import source from SAS server files No Open or import Import data source from SAS Servers
Advanced query Yes Project content Create or modify in query builder
Data joins No Project content Create data joins inside query builder
SAS stored process Yes Project content Create or modify SAS stored process
Schedules Yes Project content Create or modify project schedules
Assign library Yes Project content Create or modify assigned libraries
Output data locationYes Project content Modify output data location for all tasks
Export output to local computer Yes Save or export Export output to local file system
Export output to SAS servers No Save or export Export output to SAS servers
Copy/Paste SAS server content No Save or export Copy and paste content from SAS ser..
Save project to local computer Yes Save or export Save EG project to local file system

Close

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 Conditional Logic Process Flow

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 Multiple repositories

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 Data manipulation / exploration

 Filtering
 Import Data Task revamp
 Improvements to Query Builder
 Information maps
 OLAP Analyzer

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 Simple Filter and Sort

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 Data Selection and Filtering in Standard Tasks

 Previous method of selecting and filter data

remains the same.
 Change the data source from within the task (EG
only)
 Add a Task Filter to refine the data
 Compound filtering through Data Source Filter
and Task Filter (AMO only)

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 Task Displays more information about the data source and filter.

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 First step of Wizard Tasks is Verify Data

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 User can edit Data Source and add Filter without closing Task

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 Task Properties and Output Destinations

 Last page of Task dialog displays properties

 User can change properties without exiting task
• Node Name
• Output Destination
• Styles

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 New Task Properties page

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 Query Builder

 Improved UI
 Computed column now uses Wizard
• Summarize
• Recoded
• Expression
− improved expression editor
− can use expression in filter

 Implicit pass-thru
• Validates pass-thru SQL (dependent on ACCESS)

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 Query Builder

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 Detailed Features

 Changing Boolean operators on the filter tab

 Detection of expressions that contain aggregations
 New calculated column wizard
• Improved recode values user interface -- allows edit of values, plus
conditional recode
• New expression builder user interface - better support for gathering data
values
• Create a new calculation from an existing calculation
• Convert an existing calculation to an advanced expression
 New filter wizard – basic and advanced
 Support titles/footnotes when creating a report from the query
 Sorting columns in the user interface -- everywhere
 Validate SQL pass-through when joining DBMS tables (supported with
SAS 9.2)
 General user interface improvements

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 Detailed Features

 Change the input table from the table tree

 Auto generated table alias to handle DBCS name -- converts to t1, t2,
t3…
 Option to convert non-standard alias, label name to allow for better SQL
pass-through
 Option to specify the input and output rows to process for preview
 Optimized code for multiple inner-joined tables to allow for better SQL
pass-through
 Specify the Format and the Length (in bytes) when creating new
calculation
 Override the default Format and Length (in bytes) for a column in the
select data list.
 Formatted source code generation for better readability

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 Main Query Builder Dialog

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 Combining filters on the Filter tab

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 Detection of expressions that contain aggregations

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 Calculated Column Wizard Summarized Column

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 Calculated Column Wizard Summarized Column
Continued

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 Calculated Column Wizard Recoded Column

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 Calculated Column Wizard Recoded Column Continued

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 Calculated Column Wizard Recoded Column Continued

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 Calculated Column Wizard Recoded Column Continued

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 Calculated Column Wizard Advanced Expression
Continued

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 Filter Wizard: Basic

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 New Filter Wizard: Basic
Column Selection

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 New Filter Wizard: Basic
Definition Options

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 New Filter Wizard: Advanced

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 Titles and Footnotes

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 Titles and Footnotes
Definition

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 Titles and Footnotes
Results

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 Sorting Columns

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 Validate SQL pass-through
SAS Data

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 Validate SQL pass-through
Microsoft SQL Server Tables

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 Validate SQL pass-through
Source
OPTION SQL_IP_TRACE=(NOTE);
OPTION NO$STSUFFIX SASTRACE=(,,,d) SASTRACELOC=SASLOG;

PROC SQL NOEXEC;

SELECT t1.Product LENGTH=8,
t1.Category LENGTH=8,
t3.Date LENGTH=8,
t2.Region LENGTH=8,
t1.Retail_Price FORMAT=DOLLAR23.2 LENGTH=8,
(TRIM(t2.Name)) LENGTH=8 AS TRIM_NAME
FROM SQLSRV.CANDY_PRODUCTS AS t1, SQLSRV.CANDY_SALES_HISTORY AS t3,
SQLSRV.CANDY_CUSTOMERS AS t2
WHERE (t1.ProdID = t3.ProdID AND t3.Customer = t2.CustID) AND t2.Region = 'East';
QUIT;

OPTIONS SQL_IP_TRACE=(NONE);
OPTION SASTRACE=(,,,,);

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 Information Maps

 Prompted filters
 Combine and group filters with AND/OR/NOT
 Request aggregated vs. detailed results
 Limit size of output result set
 Consistency between EG/AMO

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 Work flow of InfoMaps

 An import process: make selections and extract

a SAS data set.

 Steps:
• Select map (discovered directly from metadata)
• Discover data items/filters (assign library and query
dictionary tables)
• Present UI so user can make selections
• Extract data (assign library and run DATA step)

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 Prompted Filters

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 Prompt Values – generated code

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 Combine/group filters

filter=("Just the candy" OR NOT ( "Candy Types_3" AND "Just the Nuts" ))

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 Combine/group filters (continued)

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 Request Aggregated Result Set

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 Aggregated vs. Detailed Results

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 Limit records in results

if _N_ > 1000 then STOP;

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 OLAP Analyzer

 Cube definition form Metadata with WA

 New Cube open dialog
 New Viewer UI with Synchronized and non
synchronized views
 Totals and subtotals, % totals and subtotals
 Nested and complex filters
 New View Editor
 Member Set support
 Drill anywhere
 New Options for All Members, totals, style etc
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 Analysis & Results

 New Tasks and Wizards

 Task Templates
 New Prompting Model
 SAS Report
 ODS Graphics
 Integration with SAS Add-In for Microsoft Office

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 List Report Wizard

 Generates PROC REPORT Code

 Reports on aggregate or detail data
 Totals and Subtotals
 Multiple use of the same variable
 Supports across variables (Nested variables on
the header)
 Better control of column labels and formats

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 List Report Wizard work flow

 Steps:
• Similar to existing Tasks and Wizards

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 Step 1 – Same as in other tasks

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 Structuring the report

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 Totals

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 Titles and footnote

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 Prompted Filters

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 4.1 Bar chart UI for colors/patterns

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 4.2 UI for bar chart colors/patterns

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 4.2 Bar chart UI for colors

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 New Default Location

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 Location For Changing Specific Chart Default

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 Bar-Line Chart Task

 Multiple Line Plots

 Legend Support

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 Multiple Line Plots

 Line Sum role now accepts multiple variables

 Produces multiple line plots on graph

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 Multiple Line Plots (cont.)

 Produces multiple line plots on graph

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 Legend Support

 PROC GBARLINE supports legends

 Legends can be enabled from within the task

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 Bar Chart Task

 Legend Support in all Grouped, Stacked, and

Colored Bar Charts
 Multiple Measures on One Response Variable

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 Legend Support in all Grouped, Stacked, and
Colored Bar Charts
 Legend panels enabled

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 Multiple Measures on One Chart Variable

 Two new bar types added:

• Multiple Measures Horizontal Groups
• Multiple Measures Vertical Groups

 Graphs include single variable for the Chart role

with multiple measurements for each variable in
the Sum Of role
 Stacked variables are optional
 PROC TRANSPOSE code added to prepare
data

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 Multiple Measures on One Chart Variable

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 Multiple Measures on One Chart Variable

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 Multiple Measures on One Chart Variable

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 Tile Chart

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 Task Templates

 Run a task without having to set options each

time the task is started.
 Share common task settings with other users.

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 How do I use a Task Template ?

 Using a task template is just like using a task.

 Open the template you wish to use ( methods to
open a template described later).
 Once the template is open, it looks just like a
task - because as far as EG & AMO are
concerned, it is a task.

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 How can I open a Task Template ?

 With the Template Manager in EG.

 From the Task List in EG.
 From the Analyze Data window in AMO.

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 Opening a template from the
Template Manager in EG
• Open the template manager.
• Double-click on a template.
• Note: Templates cannot be
opened from the Template
Manager in AMO.

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 Open a template from the task
list in EG.
Templates are listed in the Task
List view when the Task Template
option is selected in the combo box.

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 Opening a template in AMO
Open template from Analyze Data
window.

Templates can only be opened

from the Analyze data window or
Favorites list in AMO. They cannot
be opened from the Template
Manger as they can in EG.

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 What does an open task
template look like ?
An open task template looks just
like a task.

The template name should be

displayed in the task dialog title.

The options in an open task

template can be changed just like
they can be changed in a task.
Note: Make sure you create a new
template if you want to save the
changes you make.

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 How do I create a template in EG & AMO ?

 From an open task or template dialog.

 With the Template Manager.
 From the process flow or project tree in EG only.

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 Creating a template in EG and AMO
A template can be created from an open task or template using the drop down menu on the task’s Run or
Finish button .
Advanced Task Wizard Task
.

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 Creating a new template from
the template manager in EG
or AMO.
•Click the “New” button in the
template manager.
•Give the template a name and
description.
•Select the task from which to
create the template (templates can
only be created from tasks in the
current project).
•Choose the group in which to
place the template.
•Press the “Create” button.

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 Additional ways to create a template in EG.
Templates can be created from tasks in the project view or process flow.

Project Tree Process Flow

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 Template Manager Features

 Create – explained in previous slides

 Import
 Export
 Add to Favorites (AMO only)

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 Importing templates
The “import” button on the
Template Manager allows a user to
“import” a template that resides
somewhere other than the template
manager folder to be imported into
the Template manager so that it
can be used in EG & AMO.

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 Cl
ic k
Im
po
r t

“A dd”
Cl ick

Select Template & Click “Open”

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 Press the “Import” button & the tasks
appear in the Template Manager list.

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 Exporting Templates
A template or group of templates
can be “exported” to another place
on the user’s hard drive so that
someone else can copy them

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 Select template to export & click arrow key

Press the “Export to…” button

so make the browser folder appear.

Press the “OK” button to save the

template to disk.

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 Add To Favorites
A template or group of templates
can be added to the Favorites in
AMO. This functionality is only
available in AMO right now.

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 •Select the template to add to
favorites

•Press the “Add to Favorites” button

•Select the Favorites folder & press

“OK”.

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 Dynamic/cascading prompts

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 Dynamic/cascading prompts

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 Dynamic/cascading prompts

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 Dynamic/cascading prompts

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 Send from EG to the Add-In

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 ODS Stat Graphics used wherever possible
Cluster Analysis One-Way ANOVA
Correlations Principal Components
Distribution Analysis Proportional Hazards
Factor Analysis t Test
Generalize Linear Models Create Time Series Data
Life Tables One-Way Frequencies
Linear Models Summary Statistics
Linear Regression Characterize Data
Logistic Regression Forecast Studio Open Project
Mixed Models Capability (Histogram, etc.)

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 Approach

 Minimal user interface changes

 Simply substitute ODS GRAPHICS and PLOT
options for GPLOT steps
 Where appropriate, simplify user interface to
reflect PROC behavior
 Add plots to tasks where possible (PHREG)
 When ODS GRAPHICS and PLOT options don’t
cover existing function, use SGPLOT instead of
GPLOT

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 Example: One-Way Frequency
No user interface change in the task,
but results are much nicer!

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 Example: Linear Regression
4.1 Plots page

User interface changes to make plot

selection easier, even automatic.

4.2 Plots page

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 Example: Characterize Data
Using SGPLOT instead of
GCHART to plot freq count of
categorical values

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 Example: Histogram

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 ODS Stat Graphics

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