Getting Started With Tasks

7/28/2019 Getting Started With Tasks

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Chapter 3: Getting Started with Tasks

3.1 Introduction to Tasks and Wizards

3.2 Creating a Frequency Report

3.3 Generating HTML, PDF, and RTF Output

3.4 Creating a Listing Report

3.5 Filtering Data in a Task

3.6 Creating a Graph


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Objectives

Define a SAS Enterprise Guide task and wizard.

Name one method of accessing tasks inSAS Enterprise Guide.

State the functions of common features in the task

dialog boxes.


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What Is a Task?

A task is a specific

type of analysis,report, or data

manipulation that

you can perform

against data in aproject.

A task is typically

referenced by its

description.


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3.01 Quiz

Select the Tasks menu in your SAS Enterprise Guide

session. Which tasks might be the most helpful in workingwith your data?


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Associating a Task with Data

Tasks are usually associated with a particular data source

in the project.

1.Highlight the data

in the Project Tree.

2. Select

a task.


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Associating a Task with Data

Tasks can also be selected from the menu in the data grid.


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Tasks: Selection Pane

Each task dialog box follows a similar format that includes

a Selection pane that lists the options available for that task.

Selection

Pane


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Tasks: Data

Select Data to define how columns are used to create

the task result.

Help is displayed

when a Task roleis selected.


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Tasks: Titles and Footnotes

Select Titles to add descriptive titles and footnotes.

Type customtitles or

footnotes.


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Tasks: Properties

Task properties can be modified to rename the task,

examine task attributes, and modify the output format.


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Task Wizards

Selected tasks have a wizard format that can be used

to set up the task results quickly.


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Working with Tasks

Task code, log, output data, and results are available for

viewing and further analysis through tabs and menus.


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Working with Tasks

Tasks can be refreshed or modified from either the Project

Tree, the Process Flow window, or the Results tab.


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Objectives

Access the One-Way Frequencies task.

Generate a one-way frequency report and bar chart.


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Business Scenario

Orion management wants a report that counts the number

of products offered for each category.


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One-Way Frequencies Task

The One-Way Frequencies task can be used to generate

frequency counts, percentages, graphs, and statisticaltests to analyze the distribution of your data.


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3.02 Multiple Choice Poll

Highlight any data source in the project and select

TasksDescribeOne-Way Frequencies.Which task role requires a variable assignment?

a. Analysis variables

b. Frequency count

c. Group analysis by


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3.02 Multiple Choice Poll Correct Answer

Highlight any data source in the project and select

TasksDescribeOne-Way Frequencies.Which task role requires a variable assignment?

a. Analysis variables

b. Frequency count

c. Group analysis by


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One-Way Frequencies: Task Roles

The One-Way Frequencies task produces a one-way

frequency report for each variable included in theAnalysis variables role.

.


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One-Way Frequencies: Task Roles

The Group analysis role can be used to produce separate

frequency reports for each unique value of a variable.


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3.03 Quiz

Open the One-Way Frequencies task again by selecting

TasksDescribeOne-Way Frequencies. In theTasks Roles window, select Help and read the description

for the Frequency count role.

How many variables can be assigned to this role?


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3.03 Quiz Correct Answer

Open the One-Way Frequencies task again by selecting

TasksDescribeOne-Way Frequencies. In theTasks Roles window, select Help and read the description

for the Frequency countrole.

How many variables can be assigned to this role?1


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One-Way Frequencies: Additional Options

Use additional options to customize the report or create a

data set with frequencies and percentages.


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Generating a One-WayFrequency Report

Orion managers want a report that summarizes

the number of products offered for each category.


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Exercise

This exercise reinforces the concepts

discussed previously.


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Objectives

List output format options.

Compare the advantages of each output format.


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Business Scenario

Orion management wants to publish, in an HTML format

on the intranet, the frequency report for productcategories.


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Task Output Formats

By default, SAS Enterprise Guide produces task results

in SAS Report format. However you can also chooseto generate HTML, PDF, RTF, or text output.


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SAS Report Format

The SAS Report format enables you to combine multiple

task results into a single report. This report can be viewedin SAS applications or exported as HTML, XML, or PDF

files.

Banner image

Bar Chart task

One-WayFrequencies task

Summary

Statistics task


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3.04 Multiple Answer Poll

Which output formats would you like to use in your work?

a. HTML

b. PDF

c. RTF

d. SAS Report

e. Text


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3.05 Quiz

What are some advantages of each format?


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What are some advantages of each format?

HTML can be easily viewed by anyone who hasa browser.

RTF can be included and edited in common

word processors.

PDF is a good choice for printing and sharingstatic copies of the report.

SAS Report format is useful when you combine

task results or create reports to be viewed

in other SAS applications. Text is simple and familiar if you use the

SAS Display Manager.


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Summary of Output Formats

HTML RTF PDF SAS

Report

Text

Software required

for viewing

outside of SAS

Enterprise Guide

Any

browser

(Internet

Explorer)

Any word

processor

(Microsoft

Word)

Adobe

Reader

Other SAS

applications

Any text

viewer

(Notepad)

Ability to combine

results into a

single document

Yes

(Tools

HTML

Document)

No

(Only with

code)

No

(Only

with

code)

Yes (File

New

Report)

No

(Only with

code)

Ability to editresults in viewing

software

No Yes No Yes Yes

Results formatted

for printing

No Yes Yes Yes Yes


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Default Output Format

The default output format can be set underTools

OptionsResults General. Custom options can alsobe set for each of the output formats.


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Overriding the Default Output Format

The properties of individual tasks can be modified

to override the default format and produce othertypes of results.


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Modifying Output Format

This demonstration illustrates modifying the

properties of a task to produce HTML, PDF,RTF, or text output.


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3.06 Quiz (Live Web Only)

1. Double-click on any One-Way Frequencies task in

the project. On the Results tab, select Modify Task.2. Select PropertiesEditResults.

3. Select Customize results formats, styles, and

behaviors and select the HTML style.

4. In the drop-down list, change the style to EGDefault.

5. Select OKRun. SelectYes when you are prompted

to replace the results.


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Confirm the results. Results might be different if you used

the One-Way Frequencies task results from the Level 2or Level 3 exercise.


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Objectives

Access the List Data task.

Set report options. Group the report.


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Business Scenario

The Marketing Department at Orion Star would like to

create a customer list that includes ID, name, and agegroup. A separate report should be generated for each

country.


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List Data Task

The List Data task displays

rows of data in a data set,including options to group

or sum columns.Group

rows.

Display

each row.

Sum

columns.


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List Data: Task Roles

The List variables role indicates the columns that are

included in the report. Numeric variables can be assignedto the Total of role to calculate a sum.


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Q


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3.07 Quiz

1. Open any data source in your current project.

2. Select DescribeList Data in the data grid.3. Select Options from the Selection pane.

Which option can be used to eliminate the Row Number

column from the report?

3 0 Q i C A


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Which option can be used to eliminate the Row Number

column from the report?


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Using the List Data Taskto Create a Report

This demonstration

illustrates how to usethe List Data task to

create a listing report.


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Ch t 3 G tti St t d ith T k


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Obj ti


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Objectives

Filter data directly in a task.

Using various operators, build multiple filter criteria.

B i S i


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Business Scenario

The Marketing Department at Orion Star wants to run

a special promotion targeted at high-activity Orion Clubmembers who were born in 1970 or later.

Filt i I t D t


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Filtering Input Data

The Edit button enables you to apply filters on the input

data to select which rows should be included in the taskor wizard.

Edit D t d Filt Wi d


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Edit Data and Filter Window

The Edit Data and Filter window enables you to build

multiple filters using operators and data values.


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Filtering Data in a Task

This demonstration illustrates using the

Edit and Filter Data window to modify theinput data for a task.


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Exercise




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Objectives


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Objectives

Name the types of graphs that are supported

in SAS Enterprise Guide. State the differences among the output formats

that are supported in SAS Enterprise Guide.

Create a bar chart.

Business Scenario


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Business Scenario

To better understand the demographics of the Orion Star

customers, management wants to see a comparison ofaverage customer age by country.

Graphs Using SAS Enterprise Guide


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Graphs Using SAS Enterprise Guide

Types of Graphs


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Types of Graphs

The Graph menu

includes all of theadvanced graph tasks

as well as the wizards.

Output Formats for Graphs


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Output Formats for Graphs

Different graph formats enable you to produce interactive

and non-interactive results.


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3 08 Multiple Answer Poll


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3.08 Multiple Answer Poll

Which types of graphs would you like to use to display

your data?a. Bar chart

b. Pie chart

c. Line plot

d. Scatter plote. Surface plot

f. Map

g. Other

Bar Chart Wizard


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Bar Chart Wizard

The Bar Chart wizard enables you to do the following:

1. select and filter the data2. assign variables to roles

3. customize appearance

4. set titles and footnotes


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3 09 Quiz


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3.09 Quiz

An example of a graph created with the Bar Chart wizard

is shown below. What would you like to modify to furtherenhance the display?

3 09 Quiz Correct Answer


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Possible modifications include the following:

rounding values to the nearest dollar changing the output format

adding more descriptive axis labels

changing the shape

of the bars changing the color

of reference lines

Bar Chart: Advanced View


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Bar Chart: Advanced View

To make further enhancements to the graph, you might

need to open the task in Advanced View, which gives youaccess to additional options that are not available in the

wizard.

After you run a task in Advanced View, you cannot return

to the wizard.

Bar Chart Task: Advanced View


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Bar Chart Task: Advanced View

The Advanced View of the Bar Chart task includes

additional options, such as changing bar shape,formatting data values, and modifying reference lines.


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Setup for the Poll


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Setup for the Poll

1. Open any data source in the project and select

Graph

Bar Chart Wizard.2. In step 2, choose any column for the Bars role

and select Finish.

3. In the Project Tree or Process Flow window,

right-click on the Bar Chart task icon andselect OpenOpen in Advanced View.

3 10 Multiple Choice Poll


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3.10 Multiple Choice Poll

Which item from the Selection pane enables you to define

custom colors for each of the bars?a. Bar Chart

b. Bars

c. Layout

d. Advanced


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Bar Chart Task: Final Results


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Bar Chart Task: Final Results


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Exercise




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Chapter Review


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Chapter Review

1. What is a task?

2. What selection panes of the task dialog boxes are

common to most tasks?

3. What is the default output format for any report?

Chapter Review Answers


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1. What is a task?

2. What selection panes of the task dialog boxes are

common to most tasks?

3. What is the default output format for any report?

Atask

is a specific type of analysis, report, or datamanipulation that you can perform against data in

a project.

The selection panes common to most tasks are

Data, Titles, and Properties.

SAS Report

Chapter Review


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Chapter Review

4. How can you specify a different output format

for a specific task result?



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4. How can you specify a different output format

for a specific task result?To specify a different report format for a specific

result, select the Properties pane for the task,

select the Edit button, and select the Results

pane. Select the Customize result formats, styles,and behavior radio button. Select the desired

output format and style.

Chapter Review


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5. There are two types of reports: summary and detailed

reports. What type of report does the One-WayFrequencies task produce and what type of report

does the List Data task produce?

6. A bar chart can be created via the Bar Chart wizard. In

the wizard, can you change the properties of a column

(for instance, specify a format or a label)? If not, how

can you do so?



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5. There are two types of reports: summary and detailed

reports. What type of report does the One-Way

Frequencies task produce and what type of report

does the List Data task produce?

6. A bar chart can be created via the Bar Chart wizard. In

the wizard, can you change the properties of a column

(for instance, specify a format or a label)? If not, how

can you do so?

The One-Way Frequencies task produces a

summary report and the List Data task produces

a detailed report.

The properties of a column cannot be changed in

the wizard. They can be modified in the Advanced

Documents

Getting Started With Tasks