Aggregating using proc means SAS - sas

For a project, I have a large dataset of 1.5m entries, I am looking to aggregate some car loan data by some constraint variables such as:
Country, Currency, ID, Fixed or floating , performing , Initial Loan Value , Car Type , Car Make
I am wondering if it is possible to aggregate data by summing the initial loan value for the numeric and then condensing the similar variables into one row with the same observation such that I turn the first dataset into the second
Country Currency ID Fixed_or_Floating Performing Initial_Value Current_Value
data have;
set have;
input country $ currency $ ID Fixed $ performing $ initial current;
datalines;
UK GBP 1 Fixed Performing 100 50
UK GBP 1 Fixed Performing 150 30
UK GBP 1 Fixed Performing 160 70
UK GBP 1 Floating Performing 150 30
UK GBP 1 Floating Performing 115 80
UK GBP 1 Floating Performing 110 60
UK GBP 1 Fixed Non-Performing 100 50
UK GBP 1 Fixed Non-Performing 120 30
;
run;
data want;
set have;
input country $ currency $ ID Fixed $ performing $ initial current;
datalines;
UK GBP 1 Fixed Performing 410 150
UK GBP 1 Floating Performing 275 170
UK GBP 1 Fixed Non-performing 220 80
;
run;
Essentially looking for a way to sum the numeric values while concatenating the character variables.
I've tried this code
proc means data=have sum;
var initial current;
by country currency id fixed performing;
run;
Unsure If i'll have to use a proc sql (would be too slow for such a large dataset) or possibly a data step.
any help in concatenating would be appreciated.

Create an output data set from Proc MEANS and concatenate the variables in the result. MEANS with a BY statement requires sorted data. Your have does not.
Concatenation of the aggregations key (those lovely categorical variables) into a single space separated key (not sure why you need to do that) can be done with CATX function.
data have_unsorted;
length country $2 currency $3 id 8 type $8 evaluation $20 initial current 8;
input country currency ID type evaluation initial current;
datalines;
UK GBP 1 Fixed Performing 100 50
UK GBP 1 Fixed Performing 150 30
UK GBP 1 Fixed Performing 160 70
UK GBP 1 Floating Performing 150 30
UK GBP 1 Floating Performing 115 80
UK GBP 1 Floating Performing 110 60
UK GBP 1 Fixed Non-Performing 100 50
UK GBP 1 Fixed Non-Performing 120 30
;
run;
Way 1 - MEANS with CLASS/WAYS/OUTPUT, post process with data step
The cardinality of the class variables may cause problems.
proc means data=have_unsorted noprint;
class country currency ID type evaluation ;
ways 5;
output out=sums sum(initial current)= / autoname;
run;
data want;
set sums;
key = catx(' ',country,currency,ID,type,evaluation);
keep key initial_sum current_sum;
run;
Way 2 - SORT followed by MEANS with BY/OUTPUT, post process with data step
BY statement requires sorted data.
proc sort data=have_unsorted out=have;
by country currency ID type evaluation ;
proc means data=have noprint;
by country currency ID type evaluation ;
output out=sums sum(initial current)= / autoname;
run;
data want;
set sums;
key = catx(' ',country,currency,ID,type,evaluation);
keep key initial_sum current_sum;
run;
Way 3 - MEANS, given data that is grouped but unsorted, with BY NOTSORTED/OUTPUT, post process with data step
The have rows will be processed in clumps of the BY variables. A clump is a sequence of contiguous rows that have the same by group.
proc means data=have_unsorted noprint;
by country currency ID type evaluation NOTSORTED;
output out=sums sum(initial current)= / autoname;
run;
data want;
set sums;
key = catx(' ',country,currency,ID,type,evaluation);
keep key initial_sum current_sum;
run;
Way 4 - DATA Step, DOW loop, BY NOTSORTED and key construction
The have rows will be processed in clumps of the BY variables. A clump is a sequence of contiguous rows that have the same by group.
data want_way4;
do until (last.evaluation);
set have;
by country currency ID type evaluation NOTSORTED;
initial_sum = SUM(initial_sum, initial);
current_sum = SUM(current_sum, current);
end;
key = catx(' ',country,currency,ID,type,evaluation);
keep key initial_sum current_sum;
run;
Way 5 - Data Step hash
data can be processed with out a presort or clumping. In other words, data can be totally disordered.
data _null_;
length key $50 initial_sum current_sum 8;
if _n_ = 1 then do;
call missing (key, initial_sum, current_sum);
declare hash sums();
sums.defineKey('key');
sums.defineData('key','initial_sum','current_sum');
sums.defineDone();
end;
set have_unsorted end=end;
key = catx(' ',country,currency,ID,type,evaluation);
rc = sums.find();
initial_sum = SUM(initial_sum, initial);
current_sum = SUM(current_sum, current);
sums.replace();
if end then
sums.output(dataset:'have_way5');
run;

1.5m entries is not very big dataset. The dataset is sorted first.
proc sort data=have;
by country currency id fixed performing;
run;
proc means data=have sum;
var initial current;
by country currency id fixed performing;
output out=sum(drop=_:) sum(initial)=Initial sum(current)=Current;
run;

Props to paige miller
proc summary data=testa nway;
var net_balance;
class ID fixed_or_floating performing_status initial country currency ;
output out=sumtest sum=sum_initial;
run;

Related

Produce custom table in SAS with a subsetted data set

I want to use SAS and eg. proc report to produce a custom table within my workflow.
Why: Prior, I used proc export (dbms=excel) and did some very basic stats by hand and copied pasted to an excel sheet to complete the report. Recently, I've started to use ODS excel to print all the relevant data to excel sheets but since ODS excel would always overwrite the whole excel workbook (and hence also the handcrafted stats) I now want to streamline the process.
The task itself is actually very straightforward. We have some information about IDs, age, and registration, so something like this:
data test;
input ID $ AGE CENTER $;
datalines;
111 23 A
. 27 B
311 40 C
131 18 A
. 64 A
;
run;
The goal is to produce a table report which should look like this structure-wise:
ID NO-ID Total
Count 3 2 5
Age (mean) 27 45.5 34.4
Count by Center:
A 2 1 3
B 0 1 1
A 1 0 1
It seems, proc report only takes variables as columns but not a subsetted data set (ID NE .; ID =''). Of course I could just produce three reports with three subsetted data sets and print them all separately but I hope there is a way to put this in one table.
Is proc report the right tool for this and if so how should I proceed? Or is it better to use proc tabulate or proc template or...?
I found a way to achieve an almost match to what I wanted. First if all, I had to introduce a new variable vID (valid ID, 0 not valid, 1 valid) in the data set, like so:
data test;
input ID $ AGE CENTER $;
if ID = '' then vID = 0;
else vID = 1;
datalines;
111 23 A
. 27 B
311 40 C
131 18 A
. 64 A
;
run;
After this I was able to use proc tabulate as suggested by #Reeza in the comments to build a table which pretty much resembles what I initially aimed for:
proc tabulate data = test;
class vID Center;
var age;
keylabel N = 'Count';
table N age*mean Center*N, vID ALL;
run;
Still, I wonder if there is a way without introducing the new variable at all and just use the SAS counters for missing and non-missing observations.
UPDATE:
#Reeza pointed out to use the proc format to assign a value to missing/non-missing ID data. In combination with the missing option (prints missing values) in proc tabulate this delivers the output without introducing a new variable:
proc format;
value $ id_fmt
' ' = 'No-ID'
other = 'ID'
;
run;
proc tabulate data = test missing;
format ID $id_fmt.;
class ID Center;
var age;
keylabel N = 'Count';
table N age*(mean median) Center*N, (ID=' ') ALL;
run;

SAS - Survey Select - Selecting Different Sample Size per Stratum

I have a list of financial advisors and I need to pull 4 samples per advisor but catch is in those 4 samples I need to force 2 mortgages, 1 loan, 1 credit card lets say.
Is there a way in the Survey select statement to set the specific number of samples to pull per stratum? I know you can stratify on 1 category and set it as a equal number. I was hoping I could use a mapping of employee names + the number of samples left to pull for each category and have survey select utilize that to pull in a dynamic way.
I'm using this as an example but this only stratifies on employee first and gives me 4 per employee. I would need to further stratify on Product type and set that to a specific sample size per product.
proc surveyselect data=work.Emp_Table_Final
method=srs n=4 out=work.testsample SELECTALL;
strata Employee_No;
run;
Thanks i know it might sound complicated, but if i know its possible then i can google the rest
Yes, you can have a dataset be the target of the n option. That dataset must:
Contain the strata variables as well as a variable SAMPSIZE or _NSIZE_ with the number to select
Have the same type and length as the strata variables
Be sorted by the strata variables
Have an entry for every strata variable value
See the documentation for more details.
data sample_counts;
length sex $1;
input sex $ _NSIZE_;
datalines;
F 5
M 3
;;;;
run;
proc sort data=sashelp.class out=class;
by sex;
run;
proc surveyselect n=sample_counts method=srs out=samples data=class;
strata sex;
run;
For two variables it's the same, you just need two variables in the sample_counts. Of course it makes it a lot more complicated, and you may want to produce this in an automated fashion.
proc sort data=sashelp.class out=class;
by sex age;
run;
data sample_counts;
length sex $1;
input sex $ age _NSIZE_;
datalines;
F 11 1
F 12 1
F 13 1
F 14 1
F 15 1
M 11 1
M 12 1
M 13 1
M 14 1
M 15 1
M 16 0
;;;;
run;
/* or do it in an automated way*/
data sample_counts;
set class;
by sex age; *your strata;
if first.age then do; *do this once per stratum level;
if age le 15 then _NSIZE_ = 1; *whatever your logic is for defining _NSIZE_;
else _NSIZE_=0;
output;
end;
run;
proc surveyselect n=sample_counts method=srs out=samples data=class;
strata sex age;
run;

How can I assign values to dataset based on time and overlapping numerical ranges? - SAS

I have a credit card transaction dataset (let's call it "Trans") with transaction amount, zip code, and date. I have another dataset (let's call it "Key") that lists sales tax rates based on date and geocode. The Key dataset also includes a range of zip codes associated with each geocode represented by 2 variables: Zip Start and Zip End.
Because Geocodes don't align with zip codes, some of the zip code ranges overlap. If this happens, I want to use the lowest sales tax rate associated with the zip code shown in Trans.
Trans dataset:
TransAmount TransDate TransZip
$200 01/07/1998 90010
$12 02/09/2002 90022
Key dataset:
Geocode Rate StartDate EndDate ZipStart ZipEnd
1001 .0825 199701 200012 90001 90084
1001 .085 200101 200812 90001 90084
1002 .0825 199701 200012 90022 90024
1002 .08 200101 200812 90022 90024
Desired output:
TransAmount TransDate TransZip Rate
$200 01/07/1998 90010 .0825
$12 02/09/2002 90022 .08
I used this basic SQL code in SAS, but I run into the problem of overlapping zip codes.
proc sql;
create table output as
select a.*, b.zipstart, b.zipend, b.startdate, b.enddate, b.rate
from Trans.CA_Zip_Cd_Testing a left join Key.CA_rates b
on a.TranZip ge b.zipstart
and a.TranZip le b.zipend
and a.TransDate ge b.StartDate
and a.transDate le b.EndDate
;
quit;
Well the easiest way to do this as far as the query portion is to just add a subquery to get the min rate.
Select t.transamount, t.transdate,t.transzip
,(Select MIN(rate) from Key where t.transzip between ZipStart and ZipEnd and t.transdate between startdate and enddate) 'Rate'
from trans t
You could also do it as subquery and join on it.
The SAS SQL Optimizer can be good sometimes. Other times, it can be a challenge. This code is going to be a bit more complicated, but it will likely be faster, and subject to size constraints on your key table.
data key;
set key;
dummy_key=1;
run;
data want(drop=dummy_key geocode rate startDate endDate zipStart zipEnd rc i);
if _n_ = 1 then do;
if 0 then set key;
declare hash k (dataset:'key',multidata:'y');
k.defineKey('dummy_key');
k.defineData('geocode','rate','startdate','enddate','zipstart','zipend');
k.defineDone();
end;
call missing (of _all_);
set trans;
dummy_key=1;
rc = k.find();
do i=1 to 1000 while (rc=0);
transZipNum = input(transZip,8.); *converts character zip to number. if its already a number then remove;
zipStartNum = input(zipStart,8.);
zipEndNum = input(zipEnd,8.);
if startDate <= transDate <= endDate then do;
if zipStartNum <= transZipNum <= zipEndNum then do;
rate_out = min(rate_out,rate);
end;
end;
rc=k.find_next();
end;
run;

Create a loop in SAS which filters 2 variables simultaneously

The question might be quite vague but I could not come up with a decent concise title.
I have data where there are id ,date, amountA and AmtB as my variables. The task is to pick the dates that are within 10 days of each other and then see if their amountA are within 20% and if they are then pick the one with highest amountB. I have used to this code to achieve this
id date amountA amountB
1 1/15/2014 1000 79
1 1/16/2014 1100 81
1 1/30/2014 700 50
1 2/05/2014 710 80
1 2/25/2014 720 50
This is what I need
id date amountA amountB
1 1/16/2014 1100 81
1 1/30/2014 700 50
1 2/25/2014 720 50
I wrote this code but the problem with this code is its not automatic and has to be done on a case to case basis.I need a way to loop it so that it automatically outputs the results.I am no pro at looping and hence am stuck.Any help is greatly appreciated
data test2;
set test1;
diff_days=abs(intck('days',first_dt,date));
if diff_days<=10 then flag=1;
else if diff_days>10 then flag=0;
run;
data test3 rem_test3;
set test2;
if flag=1 then output test3;
else output rem_test3;
run;
proc sort data=test3;
by id amountA;
run;
data all_within;
set test3;
by id amountA;
amtA_lag=lag1(amountA);
if first.id then
do;
counter=1;
flag1=1;
end;
if first.id=0 then
do;
counter+1;
diff=abs(amountA-amtA_lag);
if diff<(10/100*amountA) then flag1+1;
else flag1=0;
end;
if last.stay and flag1=counter then output all_within;
run;
If I understand the problem correctly, you want to group all records together that have (no skip of 10+ days) and (amt A w/in 20%)?
Looping isn't your problem - no explicitly coded loop is needed to do this (or at least, the way I think of it). SAS does the data step loop for you.
What you want to do is:
Identify groups. A group is the consecutive records that you want to, among them, collapse to one row. It's not perfectly clear to me how amountA has to behave here - does the whole group need to have less than a maximum difference of 10%, or a record to next record difference of < 10%, or a (current highest amtB of group) < 10% - but you can easily identify all of these rules. Use a RETAINed variable to keep track of the previous amountA, previous date, highest amountB, date associated with the highest amountB, amountA associated with highest amountB.
When you find a record that doesn't fit in the current group, output a record with the values of the previous group.
You shouldn't need two steps for this, although you can if you want to see it more easily - this may be helpful for debugging your rules. Set it so that you have a GroupNum variable, which you RETAIN, and you increment that any time you see a record that causes a new group to start.
I had trouble figuring out the rules...but here is some code that checks each record against the previous for the criteria I think you want.
Data HAVE;
input id date :mmddyy10. amountA amountB ;
format date mmddyy10.;
datalines;
1 1/15/2014 1000 79
1 1/16/2014 1100 81
1 1/30/2014 700 50
1 2/05/2014 710 80
1 2/25/2014 720 50
;
Proc Sort data=HAVE;
by id date;
Run;
Data WANT(drop=Prev_:);
Set HAVE;
Prev_Date=lag(date);
Prev_amounta=lag(amounta);
Prev_amountb=lag(amountb);
If not missing(prev_date);
If date-prev_date<=10 then do;
If (amounta-prev_amounta)/amounta<=.1 then;
If amountb<prev_amountb then do;
Date=prev_date;
AmountA=prev_amounta;
AmountB=prev_amountb;
end;
end;
Else delete;
Run;
Here is a method that I think should work. The basic approach is:
Find all the pairs of sufficiently close observations
Join the pairs with themselves to get all connected ids
Reduce the groups
Join to the original data and get the desired values
data have;
input
id
date :mmddyy10.
amountA
amountB;
format date mmddyy10.;
datalines;
1 1/15/2014 1000 79
2 1/16/2014 1100 81
3 1/30/2014 700 50
4 2/05/2014 710 80
5 2/25/2014 720 50
;
run;
/* Count the observations */
%let dsid = %sysfunc(open(have));
%let nobs = %sysfunc(attrn(&dsid., nobs));
%let rc = %sysfunc(close(&dsid.));
/* Output any connected pairs */
data map;
array vals[3, &nobs.] _temporary_;
set have;
/* Put all the values in an array for comparison */
vals[1, _N_] = id;
vals[2, _N_] = date;
vals[3, _N_] = amountA;
/* Output all pairs of ids which form an acceptable pair */
do i = 1 to _N_;
if
abs(vals[2, i] - date) < 10 and
abs((vals[3, i] - amountA) / amountA) < 0.2
then do;
id2 = vals[1, i];
output;
end;
end;
keep id id2;
run;
proc sql;
/* Reduce the connections into groups */
create table groups as
select
a.id,
min(min(a.id, a.id2, b.id)) as group
from map as a
left join map as b
on a.id = b.id2
group by a.id;
/* Get the final output */
create table lookup (where = (amountB = maxB)) as
select
have.*,
groups.group,
max(have.amountB) as maxB
from have
left join groups
on have.id = groups.id
group by groups.group;
quit;
The code works for the example data. However, the group reduction is insufficient for more complicated data. Fortunately, approaches for finding all the subgraphs given a set of edges can be found here, here, here or here (using SAS/OR).

How to sort by formatted values

proc sort data=sas.mincome;
by F3 F4;
run;
Proc sort doesn't sort the dataset by formatted values, only internal values. I need to sort by two variables prior to a merge. Is there anyway to do this with proc sort?
I don't think you can sort by formatted values in proc sort, but you can definitely use a simple proc SQL procedure to sort a dataset by formatted values. proc SQL is similar to the data step and proc sort, but is more powerful.
The general syntax of proc sql for sorting by formatted values will be:
proc sql;
create table NewDataSet as
select variable(s)
from OriginalDataSet
order by put(variable1, format1.), put(variable2, format2.);
quit;
For example, we have a sample data set containing the names, sex and ages of some people and we want to sort them:
proc format;
value gender 1='Male'
2='Female';
value age 10-15='Young'
16-24='Old';
run;
data work.original;
input name $ sex age;
datalines;
John 1 12
Zack 1 15
Mary 2 18
Peter 1 11
Angela 2 24
Jack 1 16
Lucy 2 17
Sharon 2 12
Isaac 1 22
;
run;
proc sql;
create table work.new as
select name, sex format=gender., age format=age.
from work.original
order by put(sex, gender.), put(age, age.);
quit;
Output of work.new will be:
Obs name sex age
1 Mary Female Old
2 Angela Female Old
3 Lucy Female Old
4 Sharon Female Young
5 Jack Male Old
6 Isaac Male Old
7 John Male Young
8 Zack Male Young
9 Peter Male Young
If we had used proc sort by sex, then Males would have been ranked first because we had used 1 to represent Males and 2 to represent Females which is not what we want. So, we can clearly see that proc sql did in fact sort them according to the formatted values (Females first, Males second).
Hope this helps.
Because of the nature of formats, SAS only uses the underlying values for the sort. To my knowledge, you cannot change that (unless you want to build your own translation table via PROC TRANTAB).
What you can do is create a new column that contains the formatted value. Then you can sort on that column.
proc format library=work;
value $test 'z' = 'a'
'y' = 'b'
'x' = 'c';
run;
data test;
format val $test.;
informat val $1.;
input val $;
val_fmt = put(val,$test.);
datalines;
x
y
z
;
run;
proc print data=test(drop=val_fmt);
run;
proc sort data=test;
by val_fmt;
run;
proc print data=test(drop=val_fmt);
run;
Produces
Obs val
1 c
2 b
3 a
Obs val
1 a
2 b
3 c