Axio Research

1. Axio Research Generation of Appended Reports Architecture and Automation Bill Coar (billc@axioresearch.com)

2. Generation of Appended Reports SAS Existing RTF reports ODBC Automation Using Existing Architecture Program Tracker MS Word Appended report with Table of Contents Sweet SAS Code DDE

3. The Goals • Develop a tool to append existing RTF files into a single report that contains a hyperlinked (pseudo) table of contents • Assume common page layout for each RTF • Use existing infrastructure • Independent of user • (Easily) automated

4. The motivation for using SAS • Base knowledge of SAS > Word • Can use existing files and directory structures • Can be automated via SAS macros • Made available to all SAS users Did you ever try to append RTF files using Word?

5. The Schematic Sweet SAS Code Program Tracker ODBC SAS MS Word Existing RTF reports DDE Appended report with Table of Contents

6. The Idea • Read in a list of RTF files from the program tracker • Update the dataset • Bookmarks • RTF code • ODS to RTF for Table of Contents • DDE to communicate with Word • Open and Append each RTF • Final updating and saving

7. The Program Tracker • One record per output • Necessary for Table of Contents • Not the same as one program per output • Columns for: • Output file name • TLF number for sorting • TLF text to be displayed in hyperlink • If appropriate, sub-setting columns • Example

8. Reading the Program Tracker • Establish a link to the program tracker • Do not need to create an ODBC connection outside of SAS • Side notes: • File must not be in use by others • Some common format is desirable to standardize across projects libnamemyxlsodbc required="Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)}; dbq=&DIRPATH.\SampleProgram Tracker.xlsx";

9. Reading the Program Tracker DATA X; set myxls.'TFL Timelines$'n; * Insert some sweet SAS code for displaying RTF codes (hyperlinks and bookmarks) as well as sorting variables. Run;

10. The Idea • Read in a list of RTF files from the program tracker • Update the dataset • Bookmarks • RTF code • ODS to RTF for Table of Contents • DDE to communicate with Word • Open and Append each RTF • Final updating and saving

11. Update the dataset • Create a bookmark for each file • To be inserted just before the RTF is appended • Create sorting variables based on TLF types and numbers • Many alternatives for sorting • Two columns for display • RTF code for hyperlink • RTF code for cross-reference to bookmark for page numbering

12. Update the dataset DATA X; set myxls.'TFL Timelines$'n; length toc $150 pageno $100 bnum $5; bnum="BN"||left(put(_n_,z3.)); toc='{\field {\*\fldinst HYPERLINK \\l "'||bnum||'" }{\fldrslt { \cs15\cf2 '||trim(ttl)||' }}}'; pageno='{\field {\*\fldinst PAGEREF '||bnum||' \\h }}'; * Insert code to create some sorting variables. Run; Desired Text for Titles in Hyperlinks with TOC

13. Consider Defensive Programming • Verify the output file actually exists • Output warnings in log file • Only keep records where the files exist Specify full directory path where RTF files exist Data errata; set X length opath $200; opath="&Dirpath\Out\"||file_name; fe=fileexist(opath); if fe=0; put "WARN""ING - Some output files do not exist. Please verify"; put opath=; Run;

14. The Idea • Read in a list of RTF files from the program tracker • Update the dataset • Bookmarks • RTF code • ODS to RTF for Table of Contents • DDE to communicate with Word • Open and Append each RTF • Final updating and saving

15. ODS to RTF • Proc report using ODS to RTF • Eventually be the first page of the report • Contains the (eventual) table of contents • Consider standard titles/footnotes • Turn the results viewer off • Close the RTF destination • Decide on orientation

16. ODS to RTF • The RTF created: • Should see the hyperlinks, but not page numbers since the bookmarks needed for the referencing do not yet exist • Is the starting point to begin appending the individual reports • Example

17. The Idea • Read in a list of RTF files from the program tracker • Update the dataset • Bookmarks • RTF code • ODS to RTF for Table of Contents • DDE to communicate with Word • Open and Append each RTF • Final updating and saving

18. DDE Workhorse • Open Word (from within SAS) • Establish DDE Link • Dynamic Data Exchange (DDE) • SAS to communicate with MS Word through an established link • Use WordBasic commands to tell Word what to do

19. Open Word and Establish DDE Link data _null_; length fname $ 8; fname='tempfile'; rc=filename(fname,'C:\Progra~1\Micros~1\Office12\WINWORD.EXE'); if (rc=0) and (fexist(fname)) then do; call system('start C:\Progra~1\Micros~1\Office12\WINWORD.EXE'); end; rc=filename(fname); t=sleep(1); run; filename testitdde 'winword|system';

20. DDE Workhorse • Open the RTF that contains the TOC • (Setup page layout for remaining (imported) RTFs) • For each report • Insert a bookmark • Insert the file • Insert section break • Save the document as a DOC file • Initial save for establishing page numbers

21. DDE Workhorse • Issuing WordBasic commands • Within a data step • May/may not need information from input dataset • Create variables that consist of WordBasic commands • Put the commands to the filename that defines the DDE link

22. Example: Open the RTF file with initial table of contents data null; file testit; length cmd $200; * Open the initial RTF that contains the table of contents.; cmd='[FileOpen.Name = "'||"&dirPath.\Out\filename.RTF"||'"]'; put cmd; * Go to the end of the document to begin inserting RTF files.; cmd='[EndofDocument]'; put cmd; * Insert a new section for purposes of titles and footnotes.; cmd='[InsertSectionBreak]'; put cmd; run;

23. DDE Workhorse • Setup page layout for remaining (imported) RTFs • cmd='[FilePageSetup .TopMargin="1.5 in" .BottomMargin=".5 in" .LeftMargin=".7 in" .RightMargin=".7 in"]'; • For each report (use the toc dataset) • Insert a bookmark • cmd='[SetStartOfBookmark "\Line" ,"'||bnum||'"]'; • Insert the file • cmd='[InsertFile .Name="'||trim(file_name)||'" .Range="" .Link=0 .ConfirmConversions=0]'; • Insert a section break Variables in the input dataset used for the proc report/table of contents

24. DDE Workhorse • Save the document as a DOC file • Initial save for establishing page numbers • cmd='[FileSaveAs.Name =' ||'"'|| filename ||'"' || ', .Format=0]'; • Update the ToC • Go to beginning • cmd='[StartofDocument]'; • Select the first table • cmd='[TableSelectTable]'; • Update fields • cmd='[UpdateFields]';

25. DDE Workhorse • Re-save the Word document • cmd='[FileSave]'; • Close the document • cmd='[FileClose]'; • Close Word • cmd='[FileExit]'; • Example

26. Some Pros/Cons • Pros: • (In theory) Can be standardized to work for any project if trackers are consistent • Eliminate the need for project specific Word macros • Allows for re-number of tables w/o change macro code • Less human intervention • Can be modified to allow for multiple reports per RTF file (bookmarks created by SAS) • Can update page numbers if post processing • Print preview, or Cntrl-A then F9

27. Some Pros/Cons • Cons: • Code can be intimidating (though we are still <1KLOC) • Windows issues if mistakes are made • Application hangs… • Possible issues with DDE • Tmpdde in word macros • Corrupt windows profile

28. Some Pros/Cons • Cons: • Not sure if WordBasic is supported any more • Excel Help file for word basic commands • http://www.microsoft.com/downloads/en/details.aspx?familyid=1a24b2a7-31ae-4b7c-a377-45a8e2c70ab2&displaylang=en • Issues with Windows 7 and Vista reading Windows Help files • http://support.microsoft.com/kb/917607

29. Final Remarks • It seems to work so far • Used successfully for inserting up to 100 RTF files (>1000 pages) • Many of the Word Basic commands are straightforward • Commands executed interactively to better understand functionality • Links maintained when converted to PDF with Adobe writer • Not sure about free PDF writers

30. References • Shannon, D. “To ODS RTF and Beyond”, SUGI 27, Paper 1-27 • Osowski, S., Fritchey, T. “Hyperlinks and Bookmarks with ODS RTF”, Pharmasug 2006, Paper TT21 • Tong, C. “ODS RTF: Practical Tips”, NESUG 16, Paper AT007 • Gilmore, J. “Using Dynamic Data Exchange with Microsoft Word”, SUGI 22, Paper 308

31. Axio Research Questions?