Chapter 5: Creating Summarized Output
5.1 Generating Summary Statistics
5.2 Creating a Summary Report with
the Summary Tables Task
5.3 Creating and Applying Custom Formats
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Chapter 5: Creating Summarized Output
5.1 Generating Summary Statistics
5.2 Creating a Summary Report with
the Summary Tables Task
5.3 Creating and Applying Custom Formats
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Objectives
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Create a summary table.
Create a summary report.
Export summary data to Excel.
Business Scenario
Management would like a report that includes a summary
of profits for each product line and category. The report
should be accessible as an HTML file or an Excel
spreadsheet stored on a shared network drive.
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Summary Statistics Task
The Summary Statistics task can be used to calculate
summary statistics based on groups within the data. You
can produce reports, graphs, and data sets as output.
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Summary Statistics Task
The Summary Statistics task has both a wizard and a
standard task dialog box that can be used to set up results.
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Summary Statistics: Task Roles
Use the wizard to assign variables to roles.
Compute statistics
for each numeric
variable in the list.
Specify variables whose
values define subgroups.
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5.01 Multiple Answer Poll
Which variables might be an appropriate choice
for the Classification variable role?
a. State
b. PaymentAmount
c. AccountNumber
d. Month
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5.01 Multiple Answer Poll – Correct Answers
Which variables might be an appropriate choice
for the Classification variable role?
a. State
b. PaymentAmount
c. AccountNumber
d. Month
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Summary Statistics: Statistics and Results
Choose statistics and results to include, including
a report, graphics, and an output data set.
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Summary Statistics: Advanced View
Converting the task in Advanced View enables additional
options to further modify the output.
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Summarizing Data
This demonstration illustrates how to use the
Summary Statistics task to summarize data,
store the results in a summary table, and export
the table to Microsoft Excel.
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Exercise
This exercise reinforces the concepts
discussed previously.
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Chapter 5: Creating Summarized Output
5.1 Generating Summary Statistics
5.2 Creating a Summary Report with
the Summary Tables Task
5.3 Creating and Applying Custom Formats
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Objectives



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Access the Summary Tables task.
Specify a table layout and statistics.
Define headings for columns and rows.
Assign a label for missing values.
Add titles to the report.
Generate the tabular summary report.
Business Scenario
To better understand customer purchasing, the Orion
marketing group would like a report that summarizes total
profits for each customer age group and product category.
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Summary Tables
The Summary Tables wizard or task can be used
to generate a tabular summary report.
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Summary Tables Wizard
The Summary Tables wizard enables you to select
analysis variable(s) and statistics, assign classification
variables to define rows and columns, and specify totals.
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5.02 Quiz
What would you like to change about the current results?
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5.02 Quiz – Correct Answer
What would you like to change about the current results?
Eliminate redundant
headers.
Display missing
values as **.
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Format Order
Type values.
Highlight the Total row with
a different font and color.
Summary Tables: Advanced View
Use the Summary Tables task in Advanced View to further
modify the labels, fonts, and formats in the table results.
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Summary Tables: Modifying the Display
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Summary Tables: Results
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Creating a
Tabular Summary Report
This demonstration illustrates how to use the
Summary Tables task to generate descriptive
statistics and display them in a tabular report.
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Exercise
This exercise reinforces the concepts
discussed previously.
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Chapter 5: Creating Summarized Output
5.1 Generating Summary Statistics
5.2 Creating a Summary Report with
the Summary Tables Task
5.3 Creating and Applying Custom Formats
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Objectives


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Create user-defined formats.
Apply user-defined formats.
Business Scenario
Regional managers want to compare profits based on
regions, rather than on individual countries. You can
create and apply a user-defined format to summarize
data based on labels rather than raw data values.
Region
Africa
ZA (South Africa)
Asia/Pacific
IL (Israel), TR (Turkey), AU (Australia)
Europe
DE (Germany)
North America
US (United States), CA (Canada) Formatted
values of
Order_Type
Formatted
values of
Country
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Countries
User-Defined Formats
You can create custom formats to display data values
with more descriptive or alternative labels.
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User-Defined Formats
User-defined formatting is a two-step process.
1. Create a format definition.
2. Apply the format to specific column(s).
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Create Format Tasks
Two tasks are available to create a user-defined format.
 Create Format
 Create Format from Data Set
(new in SAS Enterprise Guide 4.3)
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Create Format: Options
The Create Format: Options window enables you to name
the format and determine the type and storage location.
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Create Format: Define Formats
The Define formats window enables you to define a list
of labels that apply to discrete data values or ranges.
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Create Format from Data Set
Use the Create
Format from Data
Set task to create a
format based on
values in an existing
data source.
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User-Defined Formats
User-defined formatting is a two-step process.
1. Create a format definition.
2. Apply the format to specific column(s).
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Applying Formats in Tasks (Review)
You can apply custom formats in the same places that
formats defined in SAS can be used.
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Applying Formats: User Defined Category
The User Defined category includes any formats either
stored permanently or created during the current
SAS Enterprise Guide session.
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5.03 Quiz
What are some of the advantages of using user-defined
formats?
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5.03 Quiz – Correct Answer
What are some of the advantages of using user-defined
formats?
Possible Answers:
 Create the format once and use it wherever it is
applicable.
 Formats can be shared among users.
 Formats can be applied in tasks, queries, and
programs.
 Formats do not require the creation of additional
columns.
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Creating and Applying
User-Defined Formats
This demonstration illustrates the creation and
application of custom formats to summarize data.
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5.04 Quiz (Live Web Only)
1. Open the e105a1.egp project.
2. Double-click on the Create Format task to open it.
3. Select Define Formats and notice the two labels that
are already defined and their corresponding ranges.
4. Add an additional label named Over 50 that includes
the values 50 to High. (Select High from the list; do
not type it.)
What must be changed to
eliminate the red Xs over
the range definitions?
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5.04 Quiz – Correct Answer
1. Open the e105a1.egp project.
2. Double-click on the Create Format task to open it.
3. Select Define Formats and notice the two labels that
are already defined and their corresponding ranges.
4. Add an additional label named Over 50 that includes
the values 50 to High. (Select High from the list;
do not type it.)
What must be changed to
eliminate the red Xs over
the range definitions?
Change inclusive to
exclusive so ranges do
not overlap.
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Exercise
This exercise reinforces the concepts
discussed previously.
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Chapter Review
1. In a wizard, you cannot modify the properties of a
column. What is another consideration for using a
wizard versus the task dialog box, if both are available?
2. If the task dialog box offers so much more, then why
use the wizard?
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Chapter Review Answers
1. In a wizard, you cannot modify the properties of a
column. What is another consideration for using a
wizard versus the task dialog box, if both are available?
The wizard does not have all the options/choices
that are available in the task dialog box.
2. If the task dialog box offers so much more, then why
use the wizard?
The wizard interface provides selections that can
quickly generate a result, often with all the
choices you need. If you do need additional
options, then you can convert the wizard to
Advanced View.
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Chapter Review
3. In the Summary Statistics task, the analysis variable
must be a numeric variable. What type of variable is
usually used in the Classification role?
4. Is a format only available in the project that defined it?
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Chapter Review Answers
3. In the Summary Statistics task, the analysis variable
must be a numeric variable. What type of variable is
usually used in the Classification role?
A categorical variable is used in the
Classification role. This is usually a character
column such as State or Zip Code. It can be a
numeric column such as Year, storing a four-digit
year value, or Day_of_Week, storing the values 1
through 7, representing the different weekdays.
4. Is a format only available in the project that defined it?
No, a format, if stored in a permanent location, is
available to different projects, even different SAS
Enterprise Guide users.
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Chapter Review
5. When you create a character format, are the data
values case sensitive?
6. What are the three dimensions in a report from the
Summary Tables task?
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Chapter Review Answers
5. When you create a character format, are the data
values case sensitive?
Yes, the data values defined in the format must
match the case of the stored data value.
6. What are the three dimensions in a report from the
Summary Tables task?
The dimensions are Columns, Rows, and Pages.
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