NAIP Consortium Strengthening Statistical Computing for NARS SAS Enterprise Business Intelligence

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1 NAIP Consortium Strengthening Statistical Computing for NARS SAS Enterprise Business Intelligence BY Rajender Parsad, Neeraj Monga, Satyajit Dwivedi, RS Tomar, RK Saini

2 Contents SAS Enterprise Guide Upload Data from Local Excel File to SAS BI Server Merging Local Data with Server Data Accessing Data from Server Create Prompts Accessing Data from Server Create Graphs Accessing Data from Server Create Stored Process (STP) SAS Add in for MS Office (SAS AMO) Creating OLAP Cubes Creating Information Maps Web based Reporting using SAS Web Report Studio (WRS) SAS Portal 2

3 Upload Data from Local Excel File to SAS BI Server

4 Upload Data from Local Excel File to SAS BI Server Click on SAS Enterprise Guide from Start Menu 4

5 Upload Data from Local Excel File to SAS BI Server Ensure that you are connected to server. Click on Connection to verify credentials. 5

6 Upload Data from Local Excel File to SAS BI Server Verify the connection credentials 6

7 Upload Data from Local Excel File to SAS BI Server Following sample local excel file contains details on Crop Yield, Returns etc by Centre, Year, Season, Treatment etc. This will be uploaded to server in SAS Dataset format. 7

8 Upload Data from Local Excel File to SAS BI Server Click on File > Import Data 8

9 Upload Data from Local Excel File to SAS BI Server Open the excel file from local computer 9

10 Upload Data from Local Excel File to SAS BI Server Leave settings as default 10

11 Upload Data from Local Excel File to SAS BI Server Check both buttons 11

12 Upload Data from Local Excel File to SAS BI Server Leave as default or modify, if required 12

13 Upload Data from Local Excel File to SAS BI Server Leave settings as default 13

14 Upload Data from Local Excel File to SAS BI Server Import process flow is automatically created 14

15 Upload Data from Local Excel File to SAS BI Server Temporary SAS Dataset is created 15

16 Upload Data from Local Excel File to SAS BI Server Export this temporary Dataset to Server 16

17 Upload Data from Local Excel File to SAS BI Server Select Servers > SASApp and appropriate library & Save with valid name for SAS Dataset 17

18 Upload Data from Local Excel File to SAS BI Server Same dataset can now be accessed from different locations. Click on File >Open >Data from a new Process Flow. 18

19 Merging Local Data with Server Data

20 Merging Local Data with Server Data 1 Repeat steps in previous section to import another excel sheet or text file from Local computer to a temporary SAS Dataset. 2 Open a permanent SAS Dataset from a Library on SAS Server. 20

21 Merging Local Data with Server Data 1 Right click on temporary Dataset and select Query Builder. 2 Click on Add Tables and select other Table from the Project. 21

22 Merging Local Data with Server Data Click on Join Tables and select appropriate joining condition & type 22

23 Merging Local Data with Server Data Process Flow similar to the following is created. 23

24 Accessing Data from Server Create Prompts

25 Accessing Data from Server Create Prompts Open required Dataset from Server 25

26 Accessing Data from Server Create Prompts Click on View > Prompt Manager. Click on Add to add a new Prompt. 26

27 Accessing Data from Server Create Prompts Input Prompt details like Name, Type and Values. E.g. User selects values from a dynamic list 27

28 Accessing Data from Server Create Prompts Open Dataset from Server. Select appropriate Column, which will provide the dynamic list of values for Prompt. 28

29 Accessing Data from Server Create Prompts Prompt created 29

30 Accessing Data from Server Create Prompts Right click on the SAS Dataset & select Query Builder. Select Filter Data tab. 30

31 Accessing Data from Server Create Prompts Select New Filter > Basic Filter > Select a column on which filter is to be applied. 31

32 Accessing Data from Server Create Prompts Click on Value drop down. Click on Prompts tab. Select the Prompt created in last step. 32

33 Accessing Data from Server Create Prompts Process Flow with Prompt filter is created. When run, Drop down for selection is prompted to user. 33

34 Accessing Data from Server Create Graphs

35 Accessing Data from Server Create Graphs Open a dataset. Select any of the options from Tasks menu. E.g. Graph > Bar Chart 35

36 Accessing Data from Server Create Graphs Select appropriate Chart Type, Columns to be assigned and Appearance 36

37 Accessing Data from Server Create Graphs Process flow with Prompt and Graph is created. Run Process flow. 37

38 Accessing Data from Server Create Graphs Output graph is displayed 38

39 Accessing Data from Server Create Stored Process (STP)

40 Accessing Data from Server Create Stored Process (STP) Right click on the required process flow. Select Create Stored Process 40

41 Accessing Data from Server Create Stored Process (STP) Save STP in appropriate location 41

42 Accessing Data from Server Create Stored Process (STP) Leave settings as default 42

43 Accessing Data from Server Create Stored Process (STP) Modify path, if required 43

44 Accessing Data from Server Create Stored Process (STP) Ensure that the Execution Server and Source File Path & Name are correct 44

45 Accessing Data from Server Create Stored Process (STP) Stored Process is created. It can be accessed from different interfaces like Portal, Web Report Studio, Enterprise Guide, Add in to Microsoft Office. 45

46 Accessing Data from Server Create Stored Process (STP) Login to SAS Web Report Studio and access Stored Process. 46

47 Accessing Data from Server Create Stored Process (STP) Create a new Report and Insert a Stored Process and Edit to select required Stored Process 47

48 SAS Add in for MS Office (SAS AMO)

49 SAS Add in for MS Office (SAS AMO) Access SAS Stored Process from Reports tab in SAS AMO 49

50 Creating OLAP Cubes

51 Creating OLAP Cubes Click on SAS OLAP Cube Studio 4.2 from Start Menu 51

52 Creating OLAP Cubes Ensure that connection profile is configured 52

53 Creating OLAP Cubes Mention appropriate cube path and Input Type 53

54 Creating OLAP Cubes Select the input table to be used for Cube creation 54

55 Creating OLAP Cubes Add Dimensions, Levels & Hierarchies 55

56 Creating OLAP Cubes Select appropriate measures. Leave settings as default. Click Finish. 56

57 Creating Information Maps

58 Creating Information Maps Click on SAS Information Map Studio 4.2 from Start Menu 58

59 Creating Information Maps Select Cube with all dimensions & measures. Save Information Map in appropriate folder c 59

60 Web based Reporting using SAS Web Report Studio (WRS)

61 Web based Reporting using SAS Web Report Studio (WRS) Login to SAS WRS with credentials. Create a new report. 61

62 Web based Reporting using SAS Web Report Studio (WRS) In Data menu, click on Select Data and select appropriate Information Map. 62

63 Web based Reporting using SAS Web Report Studio (WRS) Select required data items. Select Crosstab, Graph as required. Click on View to see the report. 63

64 SAS Portal

65 SAS Portal Login to SAS Portal. Click on Options > Add Page. Give a name to the new page. 65

66 SAS Portal In new page, click on Edit Page Content. Adjust Layout. E.g. as shown here. Click on Add Portlets. 66

67 SAS Portal Select required Portlet Type. E.g. Collection Portlet. Give a Name to it and assign it to a Row in Portlet Layout. 67

68 SAS Portal Edit Content to Add Items into this Portlet. 68

69 SAS Portal Add Items (e.g. SAS report, SAS Stored Process) by searching with Keywords. 69

70 SAS Portal Add URL Display Portlet, similar to Collections Portlet. Give it a Name & Assign to a Row. 70

71 SAS Portal Edit new URL Display Portlet to mention the URL of required website. Select the button to Show full HTML content an in line frame. 71

72 SAS Portal Add SAS Stored Process Portlet, similar to Collections Portlet. Give it a Name & assign to a Row. 72

73 SAS Portal Edit Portlet to select appropriate Stored Process 73

74 SAS Portal Output of Stored Process is directly displayed on the Portal 74

75 Thank You!

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