1 Chapter 7: Customizing and Organizing Project Results 7.1 Combining Results 7.2 Updating Results...

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Chapter 7: Customizing and Organizing Project Results

7.1 Combining Results

7.2 Updating Results

7.3 Customizing the Output Style (Self-Study)

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Chapter 7: Customizing and Organizing Project Results

7.1 Combining Results7.1 Combining Results

7.2 Updating Results

7.3 Customizing the Output Style (Self-Study)

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Objectives Combine results from multiple tasks. Customize the report layout. Save and export the document as HTML

and PDF files.

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Business ScenarioAnalysts at Orion Star would like to combine the results from the Profit Analysis tasks into a single page. They want to save the report as an HTML or PDF file to publish on the intranet.

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SAS ReportsWhen you create results in SAS Report format, you can use those results to create a customized report that you can print, export, and share with other SAS applications. You can add multiple results to the report with text and images, and you can choose how to arrange them in the report.

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Preview ResultsAfter the report layout is created, additional menus enable further customization, including adding page headers and footers, removing task titles or footnotes, setting page margins, or inserting additional text.

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7.01 QuizOpen the e107a01.egp project if it is not currently open. Double-click Days to Deliver Report in the project.

Which buttons enable you to make the following changes?

Change the page margins.

Hide individual task titles or footnotes.

Save the report as HTML, PDF, XML, or SAS Report.

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7.01 Quiz – Correct AnswerOpen the e107a01.egp project if it is not currently open. Double-click on Days to Deliver Report in the project.

Which buttons enable you to make the following changes?

Change the page margins. Page Setup

Hide individual task titles or footnotes. Header & Footer

Save the report as HTML, PDF, XML, or SAS Report. Export

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Updating ResultsAs tasks are rerun and updated, the report automatically includes the current results.

To create a static version of the report that does not change, select Create Create Report Snapshot. The task results do not change, but you can still add text and images to the report, change how the items are arranged in the snapshot, and modify the headers and footers.

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Combining Results

This demonstration illustrates how to create a report to combine task results into a single file.

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Exercise

This exercise reinforces the concepts discussed previously.

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Chapter 7: Customizing and Organizing Project Results

7.1 Combining Results

7.2 Updating Results7.2 Updating Results

7.3 Customizing the Output Style (Self-Study)

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Objectives Demonstrate methods for updating project results. Run a subset of the process flow diagram. Build and run a new process flow diagram.

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Business ScenarioThe orders table is frequently updated, which requires all dependent tasks and queries to be rerun. Users of this project want to organize it so that they can easily update the queries, tasks, and reports related to the profit analysis.

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Multiple Process FlowsBy default, there is a single process flow in a project. You can create additional process flows to organize items within a project. Process flows can be renamed to help identify their content.

Select New Process Flow.

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Autoexec Process FlowIf there is a process flow named Autoexec, SAS Enterprise Guide prompts you to run the process flow each time that the project is opened.

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Updating ResultsSelecting Run enables you to update the following: the highlighted project item the highlighted project item and all items that follow the current process flow the entire project

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Modifying Task LinksBy default, when you update a process flow, project items are run from left to right and top to bottom. To modify the sequence, you can add user-defined links between project items to ensure that a particular task runs in a certain position.

User-defined link(dashed line)

Automatic link(solid line)

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7.02 QuizOpen the e107a02.egp project. Scroll to the bottom of the profit flow and notice the Create CntryFmt task at the end.

If the process flow is run, the Format task runs last. Why would you want the task to run earlier?

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7.02 Quiz – Correct AnswerOpen the e107a02.egp project. Scroll to the bottom of the profit flow and notice the Create CntryFmt task at the end.

If the process flow is run, the Format task runs last. Why would you want the task to run earlier?

The format is used ina task that would (bydefault) run first in theflow. Creating a user-defined link forces theformat to be createdfirst before any otherproject items execute.

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Updating Results

This demonstration illustrates how to use the Project Explorer and process flow to update results.

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Exercise

This exercise reinforces the concepts discussed previously.

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Chapter 7: Customizing and Organizing Project Results

7.1 Combining Results

7.2 Updating Results

7.3 Customizing the Output Style (Self-Study)7.3 Customizing the Output Style (Self-Study)

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Objectives Apply a predefined style to task output. Use the Style Editor to customize a predefined style. Specify the customized style as the default.

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Business ScenarioOrion Star has a default color scheme that should be applied to all reports and presentations inside and outside the company. Create a custom style that coordinates with the company logo.

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Output StylesBy default, tasks run in SAS Enterprise Guide generate results in SAS Report format and use a predefined style.

A style can be described as follows: a set of specifications that controls the appearance

of the output appearance based on cascading style sheets (CSS)

AnalysisStyle

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Output StylesSAS Enterprise Guide provides a variety of predefined styles that can be applied to output.

EGDefault

Statdoc BarrettsBlue

Festival

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The Style ManagerThe Style Manager can be used to change the default style, and add, delete, or edit existing styles.

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7.03 Multiple Choice PollSelect Tools Style Manager. Which of the following styles most closely matches the blue color scheme of Orion Star? Click on each style to preview it.

a. Brick

b. Meadow

c. Printer

d. sasweb

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7.03 Multiple Choice Poll – Correct AnswerSelect Tools Style Manager. Which of the following styles most closely matches the blue color scheme of Orion Star? Click on each style to preview it.

a. Brick

b. Meadow

c. Printer

d. sasweb

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The Style EditorThe Style Editor is used to modify the attributes of an existing style or to create a new style.

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Applying a StyleThe default style is applied to all task results generated in the project, unless a specific style is applied in the task properties.

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Applying a New Style

This demonstration illustrates the use of the Style Manager and Style Editor to apply and customize style sheets.

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Chapter Review1. When you create a combined report, what type

of output format can you use?

2. Can you export the combined report? What are the available output format options?

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Chapter Review Answers1. When you create a combined report, what type

of output format can you use?

2. Can you export the combined report? What are the available output format options?

Yes, the combined report can be exported. It can be exported in a SAS Report, HTML, or PDF format.

The SAS Report format is the only type of output format that can be used to create a combined report.

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Chapter Review3. In a Process Flow window, how can you control the

processing sequence?

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Chapter Review Answers3. In a Process Flow window, how can you control the

processing sequence?

If you need to specify that a task must be executed before another task, right-click on the Format Task icon and select Link Create Format (format name) to…. In the Link window, click on the task that the Format task needs to precede and select OK. In the Process Flow window, a user-defined link (dashed link) appears between the two items.