Data Extracts for everybody A SAS® Customer Intelligence Studio implementation

1. Preparing for SAS® - C.I.S. Building the infrastructure

• Drag-and-drop environment for business to create their own data pulls;

• Design once, deploy multiple times – same DB structure, same workflow, different connection strings (database and user);

• Assign coding to the data on the fly;

Purpose

• Write back to the database;

• Keep implementation under change management;

Solution

SAS® Customer Intelligence 5.4 on SQL Server 2008 R2 databases

SAS® Metadata Folder Structure

• Libraries – all libraries and tables

• Information Maps – all information maps

• Business Contexts – all business contexts

• Stored processes – all stored processes

• Scheduler jobs – all jobs that will be schedule to execute different tasks

Use folders to setup security !

Configure access to external database (SQL Server 2008)

• SQL Server login with appropriate access to the database: DEMO_SAS_User

• SAS® Authentication Domain

• Set the login on a group that contains the users who will access the database • SASUSERS group - all registered users • PUBLIC group - all users (including users

who do not have an individual SAS® identity)

Server definition

Libraries

Information Map

• Presents the data to the user in a familiar manner

• Hides database implementation details, like actual tables and columns names or tables relationships

• Can include calculated fields or/and filters

• Built around one or more “SUBJECT” – different points of view for your analysis

ex. Customer, Household, Account

• Behaviour controlled by “Custom Properties”

• Built using: • SAS® Information Map Studio • PROC INFOMAPS

Information Map – Data Sources and Relationships

Information Map – Custom Properties

Folders in IMAP = Categories in CIS one folder: fields from one or more tables and/or calculated fields

Data Items in IMAP = Data Items in CIS

Information Map – Folders and Data Items

Folder

Numeric Data Item

Character Data Items

Information Map – Folders and Data Items: Custom Properties

Information Map – Metadata definition

Business Context • Is based on an Information Map

• Holds Resources for Customer Intelligence

• Set BC security to control access to Customer Intelligence resources

Stored Processes for use with CIS Process Nodes

• Must use keyword MAUser

• Must deliver result as Package only

Stored Processes for use with CIS Process Nodes

• One code, multiple connection strings: hidden parameter (prompt) that takes connection parameters from a file.

Customer Intelligence Studio We needed “global” variables to transmit values across the entire CIS flow : use Campaign’s Brief.

The “required” variables define the uniqueness of the data pull.

A campaign definition is a template to start from.

Created in SAS Management Console, under Customer Intelligence Plug-In.

A campaign definition is a resource in a business context, and by that is associated with an Information Map.

2. Working with SAS® - C.I.S. Creating a data extract

New Campaign – select the definition you want to use.

• The parameters in Brief are already available;

• If there were parameters with default values, they would be displayed too.

• Must fill at least the required parameters;

• Save the campaign.

SAS® CIS campaign

Everything in CIS is under a SAS Business Context.

SAS® CIS campaign - Counts

All numbers represent DISTINCT Subject IDs !

SAS® CIS campaign - &MATableForMacro

SAS® CIS campaign – Export @Responder level

SAS® CIS campaign – Export @Responder level with duplicates

SAS® CIS campaign – Export @Responder level without duplicates

Cannot pick which records (package code) to keep in the export when duplicates are dropped!

SAS® CIS campaign – Export @ ExportRecords level

Surrogate subject for Export – define it at Information Map level

SAS® CIS campaign – Export @ ExportRecords level

SAS® CIS campaign – Export @ ExportRecords level

5,525 + 5,631 + 3,870 = 15,026 = 15,020 (non-SEEDs) + 2 (SEEDs) x 3 (packages)

• Subject must be “ExportRecords”

• Export definition must be of “ExportRecords” type

Gabriela Nanau Email: gnanau@cstonecanada.com CORNERSTONE Web: www.cstonecanada.com