Building a Marketing Dashboard using Excel and SAS. Tim Walters InfoTech Marketing

Transcription

1 Building a Marketing Dashboard using Excel and SAS Tim Walters InfoTech Marketing 1

2 Desired Outcome Dashboard Sheet and 6 Results Sheets 2

3 Client Environmental Considerations Client company has software to facilitate transfer of images between mobile phones and the Internet Environmental Factor Needed results in workbook for distribution among key executives Needed flexibility in certain reporting parameters Adding capable handsets and sites over time Unknown technical skills of people running system Expected large influx of customers May not have SAS PC Files module Resulting Decision Workbook must include all data. No external references allowed User selects parameters Stop system when new information encountered Make interface simple and from familiar source (Excel) Use SAS for processing Write output files using ODS 3

4 System Overview User Opens Excel Workbook User Completes Workbook Form User Runs Launches SAS & Excel Monitors User Distributes Results Workbook Populated SAS Processing 4

5 1. User Opens Excel Workbook Folder Location of SAS 5

6 2. User Completes Workbook Form 6

7 3. User Runs Launches SAS Private Sub Run_Click() access_type = &H400 still_active = &H103 'this will be used to delete files and check for existence Set fsofile = CreateObject("scripting.filesystemobject") a = ThisWorkbook.path On Error Resume Next fsofile.deletefile (a & "\phone_errors.xls") 'Deletes existing file fsofile.deletefile (a & "\site_errors.xls") 'Deletes existing file sas_location = Workbooks("company Reports.xls").Worksheets("Sheet1").Range("B1").Value sas_program = a & "\ReadWeeklyFiles.sas" datec = "'" & Application.WorksheetFunction.Text(Calendar1, "ddmmmyy") & "'" & "d" runparm = a & "\$" & datec & "$" & WeeklyFile & "$" & Weeks & "$" & CountryCutoff & "$" & HeavyUsers & _ "$" & PreviouslyActive & "$" & AccountsUsingBackup & "$" & UploadActivity & "$" & SitesConfigured _ & "$" & UploadSites & "$" & NumDaysUploads & "$" & NumDaysActiveUploads & "$" & _ OTA_Downloads completeline = sas_location & " -sysin " & sas_program & " -log " & a & " -noprint -sysparm " & runparm 'uses shell execute taskid = Shell(completeline, 1) hproc = OpenProcess(access_type, False, taskid) 7

8 3. User Runs Excel Monitors Do 'loop continuously 'check on the process GetExitCodeProcess hproc, lexitcode 'allow event processing DoEvents Loop While lexitcode = still_active currpath = ActiveWorkbook.path If fsofile.fileexists(currpath & "\phone_errors.xls") Then MsgBox ("New phones exists. Please update handsets.csv and re-submit") Workbooks.Open (currpath & "\phone_errors.xls") Workbooks.Open (currpath & "\handsets.csv") stopper = "Yes" End If If fsofile.fileexists(currpath & "\site_errors.xls") Then MsgBox ("New sites exists. Please update parameters.csv and re-submit") Workbooks.Open (currpath & "\site_errors.xls") Workbooks.Open (currpath & "\parameters.csv") stopper = "Yes" End If If stopper <> "Yes" Then Workbooks.Open (currpath & "\Weekly Dashboard.xls") Me.Hide Unload Me End Sub 8

9 4. SAS Processing ReadWeeklyFiles.sas Read 14 Parameters Passed %macro createmacvars; %global week_date folder filedate ; %let folder=%scan(%quote(&sysparm),1,$); %let week_date=%scan(%quote(&sysparm),2,$); %let filedate=%scan(%quote(&sysparm),3,$); %let weeks=%scan(%quote(&sysparm),4,$); %let country_cutoff=%scan(%quote(&sysparm),5,$); %let heavy_users=%scan(%quote(&sysparm),6,$); %let previous_active=%scan(%quote(&sysparm),7,$); %let accounts_using_backup=%scan(%quote(&sysparm),8,$); %let upload_activity=%scan(%quote(&sysparm),9,$); %let sites_configured=%scan(%quote(&sysparm),10,$); %let upload_sites=%scan(%quote(&sysparm),11,$); %let num_days_uploads=%scan(%quote(&sysparm),12,$); %let num_days_active_uploads=%scan(%quote(&sysparm),13,$); %let ota_downloads=%scan(%quote(&sysparm),14,$); %mend; %createmacvars; 9

10 4. SAS Processing ReadWeeklyFiles.sas Program Aspects All files must be in the same folder. Folder name used for input/output files Input %let userfile=&folder&filedate Users & Accounts.csv; %let parafile=&folder.parameters.csv; %let handfile=&folder.handsets.csv; Output %let out_errors=&&folder.phone_errors.xls; %let out_weekly=&&folder.weekly.xls; 10

11 4. SAS Processing ReadWeeklyFiles.sas Stop Program for New Data %macro stopp; %if &obs_errors > 0 %then %do; ods html file="&&out_errors" style = printer headtext="<style> TD {MSO-NUMBER- FORMAT:\#\#\,\#\#\#\,\#\#0;}</STYLE>"; title; proc print data=phone_errors(keep=phone_text_1_20) &printstyle; run; ods html close; %abort; %end; %if &site_o_errors > 0 %then %do; ods html file="&&out_site_errors" style = printer headtext="<style> TD {MSO-NUMBER- FORMAT:\#\#\,\#\#\#\,\#\#0;}</STYLE>"; title; proc print data=site_errors(keep=site_code) &printstyle; run; ods html close; %abort; %end; %mend; /* this macros gets the number of observations and number of columns for certain datasets */ %macro obsnvars(ds); %global dset vars_phones vars_sites obs_errors sites_obs site_o_errors; %let dset=&ds; %let dsid = %sysfunc(open(&dset)); %if &dsid %then %do; %if &ds=phone_errors %then %let obs_errors=%sysfunc(attrn(&dsid,n obs)); %if &ds=site_errors %then %let site_o_errors=%sysfunc(attrn(&dsi d,nobs)); %let rc = %sysfunc(close(&dsid)); %end; %else %put Open for data set &dset failed - %sysfunc(sysmsg()); %mend obsnvars; /* data file of new types not in table */ data phone_errors; set company.userphone; if phone_type=" "; run; %obsnvars(phone_errors); data site_errors; set company.usersite; if site_type=" "; run; %obsnvars(site_errors); /* invoke stopp macro -- if phone or site errors, stops awaiting user correction */ %stopp; 11

12 4. SAS Processing ReadWeeklyFiles.sas Output Files Using ODS Main File ods html file="&&out_weekly" style = printer headtext="<style> TD title; {MSO-NUMBER- FORMAT:\#\#\,\#\#\#\,\#\#0;}</ STYLE>"; proc print data=weekly_report_out(wher e=(week_activated ne -10)) &printstyle; run; var _numeric_ ; ods html close; Parameters File Fed Back to Excel data uploads_28_final; run; weeks=symget('weeks'); heavy_users=symget('heavy_users'); previous_active=symget('previous_active'); country_cutoff=symget('country_cutoff'); ods html file="&&out_within_28" style = printer headtext="<style> TD title; {MSO-NUMBER- FORMAT:\#\#\,\#\#\#\,\#\#0;}</STYLE>"; proc print data=uploads_28_final &printstyle; run; ods html close; 12

13 5. Results Workbook Populated Weekly Dashboard.xls VBA Code in Microsoft Excel Objects This Workbook 13

14 5. Results Workbook Populated Weekly Dashboard.xls Sub Chart_Update() Application.ScreenUpdating = False Application.DisplayAlerts = False Application.EnableEvents = False a = ThisWorkbook.Path pp = "Weekly Dashboard.xls" With Workbooks(pp) ' Clear existing worksheets.worksheets("within28").cells.clearcontents.worksheets("weekly").cells.clearcontents.worksheets("countries active").cells.clearcontents End With ' start by processing within 28 file Workbooks.Open (a & "\within28.xls") Workbooks("within28.xls").Worksheets("within28").Cells.Select selects all cells from workbook Selection.Copy copy Workbooks(pp).Worksheets("within28").Activate activate worksheet you want Range("A1").Select ActiveSheet.Paste 14

15 5. Results Workbook Populated Weekly Dashboard.xls More Chart_Update Macro Statements Application.ScreenUpdating = True Application.DisplayAlerts = True Application.EnableEvents = True End Sub 15

16 6. User Distributes Checks Data, Manually Saves, and Manually s 16

17 Advantages/Disadvantages of Excel-SAS-Excel System Advantages Use Excel charts/formatting Utilize powerful SAS processing User can run from familiar interface Ubiquity of Excel Limit SAS licensing Disadvantages Must know some VBA and its peculiarities May hit Excel row/column limits 64,000 in Excel 2003, 1 million in Excel

18 For More Information Tim Walters InfoTech Marketing