Business Context
The marketing department needs to analyze campaign outreach results. They require custom formats to segment customers by age group and geographical region, which are not standard in their data. This scenario tests the fundamental process of creating, loading, and applying a user-defined format library from a CAS table.
About the Set : sessionProp
Configuration of session properties.
Discover all actions of sessionProp Data Preparation
Create a control data set for customer segmentation formats (age and region) and a sample customer table.
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| 1 | /* Create formats in WORK */ |
| 2 | PROC FORMAT; |
| 3 | value $regionfmt 'NA'='North America' 'EU'='Europe' 'AS'='Asia' other='Other'; |
| 4 | value agegroupfmt low-24='Gen Z' 25-40='Millennial' 41-55='Gen X' 56-high='Boomer'; |
| 5 | RUN; |
| 6 | |
| 7 | /* Create control data set from formats */ |
| 8 | DATA work.marketing_formats_ctl; |
| 9 | SET sashelp.vformat; |
| 10 | where fmtname in ('REGIONFMT', 'AGEGROUPFMT'); |
| 11 | RUN; |
| 12 | |
| 13 | /* Create sample customer data */ |
| 14 | DATA work.customer_list; |
| 15 | LENGTH CustomerID $ 10 Region $ 2; |
| 16 | INPUT CustomerID Region Age; |
| 17 | DATALINES; |
| 18 | CUST001 NA 35 |
| 19 | CUST002 EU 50 |
| 20 | CUST003 NA 22 |
| 21 | CUST004 AS 68 |
| 22 | CUST005 XX 45 |
| 23 | ; |
| 24 | RUN; |
Étapes de réalisation
1
Load the format control data set and the customer list into the 'casuser' caslib.
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| 1 | PROC CASUTIL; |
| 2 | load DATA=work.marketing_formats_ctl outcaslib='casuser' casout='marketing_formats_table' replace; |
| 3 | load DATA=work.customer_list outcaslib='casuser' casout='customer_list_cas' replace; |
| 4 | QUIT; |
2
Add the format library to the session from the CAS table.
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| 1 | PROC CAS; |
| 2 | sessionProp.addFmtLib / |
| 3 | caslib='casuser' |
| 4 | name='marketing_formats_table' |
| 5 | fmtLibName='MarketingLib'; |
| 6 | RUN; |
3
Verify the formats are applied correctly by running a frequency analysis.
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| 1 | PROC CAS; |
| 2 | SIMPLE.freq / |
| 3 | TABLE={name='customer_list_cas', caslib='casuser'} |
| 4 | inputs={{name='Age', FORMAT='AGEGROUPFMT'}, {name='Region', FORMAT='REGIONFMT'}}; |
| 5 | RUN; |
Expected Result
The `simple.freq` action should produce two frequency tables. The first table for 'Age' will show counts grouped by the 'agegroupfmt' labels ('Millennial', 'Gen X', 'Gen Z', 'Boomer'). The second table for 'Region' will show counts grouped by the '$regionfmt' labels ('North America', 'Europe', 'Asia', 'Other'). This confirms the 'MarketingLib' format library was successfully loaded and applied.