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Data Extracts for everybody A SAS® Customer Intelligence Studio implementation
1. Preparing for SAS® - C.I.S. Building the infrastructure
• Drag-and-drop environment for business to create their own data pulls;
• Design once, deploy multiple times – same DB structure, same workflow, different connection strings (database and user);
• Assign coding to the data on the fly;
Purpose
• Write back to the database;
• Keep implementation under change management;
Solution
SAS® Customer Intelligence 5.4 on SQL Server 2008 R2 databases
SAS® Metadata Folder Structure
• Libraries – all libraries and tables
• Information Maps – all information maps
• Business Contexts – all business contexts
• Stored processes – all stored processes
• Scheduler jobs – all jobs that will be schedule to execute different tasks
Use folders to setup security !
Configure access to external database (SQL Server 2008)
• SQL Server login with appropriate access to the database: DEMO_SAS_User
• SAS® Authentication Domain
• Set the login on a group that contains the users who will access the database • SASUSERS group - all registered users • PUBLIC group - all users (including users
who do not have an individual SAS® identity)
Server definition
Libraries
Information Map
• Presents the data to the user in a familiar manner
• Hides database implementation details, like actual tables and columns names or tables relationships
• Can include calculated fields or/and filters
• Built around one or more “SUBJECT” – different points of view for your analysis
ex. Customer, Household, Account
• Behaviour controlled by “Custom Properties”
• Built using: • SAS® Information Map Studio • PROC INFOMAPS
Information Map – Data Sources and Relationships
Information Map – Custom Properties
Folders in IMAP = Categories in CIS one folder: fields from one or more tables and/or calculated fields
Data Items in IMAP = Data Items in CIS
Information Map – Folders and Data Items
Folder
Numeric Data Item
Character Data Items
Information Map – Folders and Data Items: Custom Properties
Information Map – Metadata definition
Business Context • Is based on an Information Map
• Holds Resources for Customer Intelligence
• Set BC security to control access to Customer Intelligence resources
Stored Processes for use with CIS Process Nodes
• Must use keyword MAUser
• Must deliver result as Package only
Stored Processes for use with CIS Process Nodes
• One code, multiple connection strings: hidden parameter (prompt) that takes connection parameters from a file.
Customer Intelligence Studio We needed “global” variables to transmit values across the entire CIS flow : use Campaign’s Brief.
The “required” variables define the uniqueness of the data pull.
A campaign definition is a template to start from.
Created in SAS Management Console, under Customer Intelligence Plug-In.
A campaign definition is a resource in a business context, and by that is associated with an Information Map.
2. Working with SAS® - C.I.S. Creating a data extract
New Campaign – select the definition you want to use.
• The parameters in Brief are already available;
• If there were parameters with default values, they would be displayed too.
• Must fill at least the required parameters;
• Save the campaign.
SAS® CIS campaign
Everything in CIS is under a SAS Business Context.
SAS® CIS campaign - Counts
All numbers represent DISTINCT Subject IDs !
SAS® CIS campaign - &MATableForMacro
SAS® CIS campaign – Export @Responder level
SAS® CIS campaign – Export @Responder level with duplicates
SAS® CIS campaign – Export @Responder level without duplicates
Cannot pick which records (package code) to keep in the export when duplicates are dropped!
SAS® CIS campaign – Export @ ExportRecords level
Surrogate subject for Export – define it at Information Map level
SAS® CIS campaign – Export @ ExportRecords level
SAS® CIS campaign – Export @ ExportRecords level
5,525 + 5,631 + 3,870 = 15,026 = 15,020 (non-SEEDs) + 2 (SEEDs) x 3 (packages)
• Subject must be “ExportRecords”
• Export definition must be of “ExportRecords” type
Gabriela Nanau Email: [email protected] CORNERSTONE Web: www.cstonecanada.com