combining sas office analytics, sas visual analytics, and sas studio

Take Your Data Analysis and Reporting to the Next Level by Combining SAS Office Analytics, SAS Visual Analytics, and SAS Studio

David BaileyTim Beese

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Different People

Business Analyst

Programmer

Consumer

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Different Environments

SAS Visual AnalyticsSAS Studio

SAS Office Analytics

SAS Office AnalyticsSAS Visual Analytics

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• SAS Add-In for Microsoft Office provides seamless integration with SAS and Office

• Enterprise Guide is the Windows interface to SAS

• WebParts provides access to SAS content from SharePoint

• This bundle also includes Base SAS, Access, Graph, Environment Manager, Integration Technologies, Management Console, Stat

www.sas.com/technologies/bi/office-analytics.html

SAS Office AnalyticsAdd-In for Microsoft OfficeEnterprise GuideWebParts for SharePoint

http://www.sas.com/technologies/bi/office-analytics.html

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SAS Visual Analytics

• Leverages in-memory analytic engine (SAS LASR Analytic Server)

• Includes Visual Analytic Designer and Visual Analytics Explorer

• Develop reports, dashboards and KPIs

• Share insights through web and mobile tablets

www.sas.com/en_us/software/business-intelligence/visual-analytics.html

SAS Visual AnalyticsVisual Analytics DesignerVisual Analytics Explorer

http://www.sas.com/en_us/software/business-intelligence/visual-analytics.html

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SAS Studio

http://www.sas.com/en_us/software/foundation/studio.html

SAS StudioSingle UserBasicEnterprise

• SAS Studio is the web interface to SAS

• Write and submit SAS code from anywhere

• All capabilities of SAS Windowing Environment (DMS) are in SAS Studio

• Single User, Basic, and Enterprise editions



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Combining Office Analytics, Visual Analytics and SAS Studio

Available in your environment Desktop and Microsoft Office Web and Tablets

Functionality customized for you Data access and manipulation Editing and running programs Creating and customizing reports Sharing information and collaborating

SAS


SAS Visual Analytics SAS Studio

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Discuss four scenarios

SAS Visual Analytics to SAS Office Analytics

SAS Office Analytics to SAS Visual Analytics

SAS Studio to SAS Office Analytics

SAS Office Analytics to SAS Studio

SAS



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Visual Analytics to Office AnalyticsIf you have Visual Analytics, adding Office Analytics allows:• View and customize VA reports in Microsoft

Office• Create Excel content based on your VA

reports• View your VA reports in Enterprise Guide• Run SAS tasks in Excel and Enterprise

Guide on your VA report data• Interact and comment on your VA reports

from Outlook and SharePoint

SAS



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Visual Analytics +Office Analytics

VIEW AND CUSTOMIZE YOUR VA REPORTS IN MICROSOFT OFFICE

SAS Add-In for Microsoft Office runs in Excel, PowerPoint, Word, and Outlook

Customize layout, sizing, and formatting

Table and text styles

Excel table highlighting

All VA content is refreshable

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CREATE EXCEL CONTENT BASED ON YOUR VA REPORTS

Table highlighting

Native charts

Formulas

Calculated columns, totals and averages (use detailed data)

Pivot tables and charts

Refreshable

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VIEW YOUR VA REPORTS IN ENTERPRISE GUIDE

Select File Open Report

Refresh and Send to Office

Full interaction support Prompts, Element filtering, brushing Crosstab expand, drill, collapse

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RUN SAS TASKS IN EXCEL AND ENTERPRISE GUIDE ON YOUR VA REPORT DATA (1 OF 2)

After opening your VA report in Excel or Enterprise Guide, extract the report data: For VA tables in Excel, select “Excel Data” (left) or “Tasks Copy to Server” (center)

For VA graphs in Enterprise Guide or Excel, select “Extract Data” (right)

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RUN SAS TASKS IN EXCEL AND ENTERPRISE GUIDE ON YOUR VA REPORT DATA (2 OF 2)

Use the VA element data as input to any task Excel Example: VA table data

(left) used in Distribution Analysis task (right)

VA data can be refreshed with current VA results or any interaction

SAS Task can be refreshed with updated VA element data

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INTERACT AND COMMENT ON YOUR VA REPORTS FROM OUTLOOK AND SHAREPOINT

Full interaction support (prompts, element filtering/brushing, crosstab drilling/expanding/collapsing)

Commenting Example: Outlook (left), Web Parts for SharePoint (right)

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Office Analytics to Visual AnalyticsIf you have Office Analytics, adding Visual Analytics allows:• Integrate your Enterprise Guide

Stored Processes into VA reports• Upload your Excel data to use as your

data source in VA reports• Upload your Enterprise Guide data or

data results to use in VA reports

SAS



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Office Analytics +Visual Analytics

INTEGRATE YOUR ENTERPRISE GUIDE STORED PROCESSES INTO VA REPORTS

Integration allows SAS code results displayed in VA reports

Simple point and click interface to both create the stored process and insert into the VA report

Stored process results handled same as other VA report objects

View VA reports with stored processes on web, iPads, and Android tablets.

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UPLOAD YOUR EXCEL DATA TO USE AS YOUR DATA SOURCE IN VA REPORTS

Select the “Upload to LASR” task (right) and specify your location (left)

Your Excel data is copied to SAS LASR Analytic Server and available in SAS Visual Analytics to create graphs and tables.

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UPLOAD YOUR ENTERPRISE GUIDE DATA OR DATA RESULTS TO USE IN VA REPORTS

Same Upload to LASR task in both Enterprise Guide and Add-In for Microsoft Office

Edit and upload any data or output data set created in Enterprise Guide to use in VA reports

Access full Query Builder functionality (select columns, join, filter, sort) to create your data for VA reports

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SAS Studio to Office AnalyticsIf you have SAS Studio, adding Office Analytics allows:• Modify your SAS Studio code in

Enterprise Guide• Run SAS Studio tasks in Enterprise

Guide and Microsoft Office• Create Stored Processes in Enterprise

Guide from SAS Studio code• Edit your SAS datasets in Excel or

Enterprise Guide

SAS



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SAS Studio +Office Analytics

MODIFY YOUR SAS STUDIO CODE IN ENTERPRISE GUIDE

Analyze Program

Source Control (Changes, Commit, History)

Scheduling

Editor options

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RUN SAS STUDIO TASKS IN ENTERPRISE GUIDE AND MICROSOFT OFFICE

SAS Studio tasks are accessed from a new task browser in both Enterprise Guide and Add-In for Microsoft Office

Categories, filters, and searching allow you to quickly find tasks

Same functionality as other tasks: Selecting data source Enter required values Specifying results location in Office or

result type in Enterprise Guide Modifying and refreshing results

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CREATE STORED PROCESSES IN ENTERPRISE GUIDE FROM SAS STUDIO CODE

Stored Processes are SAS programs centrally stored on a server for easier maintenance, management, and security.

Stored Processes are easily accessed from many clients

Enterprise Guide can create stored processes from Process Flow and Program ribbon. Options include name, description, keywords, responsibilities, and location.

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EDIT YOUR SAS DATASETS IN EXCEL OR ENTERPRISE GUIDE

Open SAS Studio datasets in Excel or Enterprise Guide to edit or add values: Edit SAS datasets in Excel using Add-In for Microsoft Office (left) Select Protect Data in Enterprise Guide to edit dataset values (right)

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Office Analytics to SAS StudioIf you have Office Analytics, adding SAS Studio allows access from a web browser to:• Modify and run your Enterprise Guide

code in SAS Studio• Use your Excel data in SAS Studio

code or tasks• Use your Enterprise Guide data or data

results in SAS Studio

SAS



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Office Analytics +SAS Studio

MODIFY AND RUN YOUR ENTERPRISE GUIDE CODE IN SAS STUDIO

Access, run, and modify your Enterprise Guide code from anywhere

Enterprise Guide (right) and SAS Studio (left) viewing the same program

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USE YOUR EXCEL DATA IN SAS STUDIO CODE OR TASKS

Easily create SAS datasets from existing SAS data or Excel data to use in SAS Studio

Variable selection, filter and sort options before opening SAS datasets in Excel (example on right)

Edit your data in Excel

Select “Tasks Data Copy to SAS Server”

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USE YOUR ENTERPRISE GUIDE DATA OR DATA RESULTS IN SAS STUDIO

Use any output data set created by Enterprise Guide in SAS Studio (task example shown here)

Full Query Builder functionality

Import data and Data Upload Data Files to Server

Select View Protect Data to edit datasets used in SAS Studio

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All applications working together … Displaying SAS Studio results on mobile

devices Use SAS Studio to write your SAS code Use Enterprise Guide (Office Analytics) to generate a Stored

Process using your SAS code Use Visual Analytics Designer to customize a VA report

containing your Stored Process Open your VA report with your Stored Process on a tablet in

a native SAS application

Using data from VA results as input to SAS Studio tasks

Use Visual Analytics Designer to produce a report Use Add-In for Microsoft Office (Office Analytics) to open the

report and create SAS datasets from the report elements Use SAS Studio to run tasks using these datasets as input

SAS Studio





SAS Studio

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Combining Office Analytics, Visual Analytics and SAS Studio

Available in your environment Web and Tablets Visual Analytics, SAS Studio Desktop and Microsoft Office Enterprise Guide, Add-In for MS Office

Functionality customized for you Data access and manipulation Visual Analytics, Add-In for MS Office, Enterprise

Guide Editing and running programs Enterprise Guide, SAS Studio Creating and customizing reports Visual Analytics, Add-In for MS Office,

Enterprise Guide Sharing information and collaborating Visual Analytics, Add-In for MS Office,

Enterprise Guide, SAS Studio

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Product Version information

All example screen shots used the following products: SAS Add-In for Microsoft Office 7.11 SAS Enterprise Guide 7.11 SAS Web Parts 6.13 SAS Studio 3.3 SAS Visual Analytics Designer 7.2 Microsoft Office 2013, SharePoint 2013

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Interoperability Version TableVersion of OA – Add-In for Microsoft Office (AMO), Enterprise Guide (EG), WebParts

Supported Versions of Visual Analytics (VA)

Supported Versions of SAS Studio

Additional requirements

AMO 6.1WebParts 6.1

VA 6.1, 6.21 None 1AMO limited to VA 6.1 until AMO 6.1M1

AMO 6.1M1EG 6.1M1WebParts 6.11

VA 6.2, 6.3, 6.42 None 2AMO/EG hotfix 1 or later required for VA 6.4 support

AMO 7.1EG 7.1WebParts 6.12

VA 6.2, 6.3, 6.4, 7.1 SAS Studio 3.2, 3.33

3SAS Studio integration with AMO and EG, not WebParts or VA

AMO 7.11EG 7.11WebParts 6.13

VA 6.2, 6.3, 6.4, 7.1, 7.2 SAS Studio 3.2, 3.3, 3.44

4SAS Studio integration with AMO and EG, not WebParts or VA

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Session ID #1804

combining sas office analytics, sas visual analytics, and sas studio

Data & Analytics

microsoft office sas

sas visual analytics

scenarios sas visual

sas content

sas webparts

sas tasks

base sas

sas code