Fee Formats v1 no animation

Formats

Patrick Cuba – Consultant

(SAS® Software)how to use them

and

AGENDA

• Three main categories of SAS Formats• Informats & Formats• Conversion• User Defined Formats• Picture Formats• Lookup tables• Business example using Formats from lookup tables• References

FORMATS AND INFORMATS

“Hello Bill”THREE CATEGORIES

TEXT $ $20.$UPCASEw.

“HELLO BILL”

$REVERSw

“lliB olleH”

$HEXw. “48656C6C6F2042696C6C”

NUMERIC 11.2611.2 25.50DOLLAR10.2 $25.50

DATE & TIME DATE9. 25FEB2014

yymmdd10. 2014-02-25yymmddp10. 2014.02.25 time8. 16:45:24

datetime21.2 25FEB2014:16:45:24.00

11. 19779

Z7. 0019779

INFORMATS

Infile FilenameInput Fee_ID : $10. Asat_Date : YYMMDD10. Desc : $20. Fee_Amt : Dollar.2

1,2014/01/01,Admin Fee,$3.501,2014/03/01,Admin Fee,$4.001,2014/05/01,Admin Fee,$5.25

FORMATS

Format Date yymmdd10. Date=2014-05-16

Date=date(); Date=19859

File textSAS Data step code

DisplaySAS Datastep code

CONVERSION

Val1=1

NUM to CHAR

Put(<num>, numeric-format)

CHAR to NUM

Input(<char>, character-format)

Val2=1-Text

Val3=1000

Val4=1000

Val5=.

Data _null_;Length Val1 Val4 8. Val2 Val3 $10.;Val1=1;Val2=Compress(put(Val1, 8. -L)||'-Text');Val3='1000';Val4=input(Val3, $10.);

Val5=input(Val2, ??8.);Put Val1= Val2= Val3= Val4= Val5=;

Run;

Proc Format;Picture ToRand low-high='000,000' (Prefix='R' Mult=9.52);Picture ToDollar low-high='000,000' (Prefix='$' Mult=0.10);

Quit;

Data _null_;AUD=10;ZAR=Put(AUD, ToRand.);Beer=10;BeerinOz=Put(Beer, ToDollar.);

Put AUD=Dollar10. ZAR=;Put BeerinOz=;

Run;

PICTURE FORMATS

AUD=$10 ZAR=R95 BeerinOz=$1

USER DEFINED FORMATS

PROC FORMAT; Value $SEX 'M'='Male' 'F'='Female' Other='Unknown';

Quit;CodeN=Male CodeT=MaleScore=C

Data _null_;CodeN=Put(1, Sex.);CodeT=Put('M', $Sex.);

Score=Put('M', $Score.);Put CodeN= CodeT= Score=;

Run;

SAS PROC FORMAT SAS Data Step

Output

$FMTNAME CharacterFMTNAME Numeric

PROC FORMAT; Value $SEX 'M'='Male' 'F'='Female' Other='Unknown'; Value SEX 1='Male' 2='Female' Other='Unknown';

Quit;

PROC FORMAT; Value $SEX 'M'='Male' 'F'='Female' Other='Unknown'; Value SEX 1='Male' 2='Female' Other='Unknown'; Value $Score 'a'-<'e','A'-<'E'='A' 'e'-<'m','E'-<'M'='B' 'm'-'z~','M'-'Z~'='C';

Quit;

Range

PROC FORMAT CNTLIN=Lookup Table

Start

End <optional>

HLO <optional>

Type <optional>

PROC FORMAT CNTLOUT=Lookup Table

Label

FmtName

USER DEFINED FORMATS

Activity_ID Activity Description Fee1 Letter $8.502 Phone - Call $9.003 Phone - Receive $5.004 Account Open $5.005 Account Close $3.00

Data Lookup

Start Label FMTNAME1 $8.50 ACT.2 $9.00 ACT.3 $5.00 ACT.4 $5.00 ACT.5 $3.00 ACT.

BUSINESS CONTEXT

1 x AccountAccount

Activityn x Activities

Debt Collection 1. Open Account

2. Call Debtor

3.Send letter to Debtor

4. Debtor calls debtee

5. Close Account

Activities

Fee n x Fees

Fees

Stamps

Disbursement

Admin

Legal

Postage

BUSINESS CONTEXT

AccountActivities

Activity

Fee

Accno Activity_ID DateACC00012345 4 5/01/2014ACC00012345 1 6/01/2014ACC00012345 3 10/01/2014ACC00012345 2 11/01/2014ACC00012345 5 11/01/2014ACC00012346 4 5/01/2014ACC00012346 1 6/01/2014ACC00012346 3 15/01/2014ACC00012346 2 15/01/2014ACC00012346 3 25/01/2014

Fee_ID Fee_asatdate Fee Description Fee_Amount1 1/01/2014 Admin Fee $3.501 1/03/2014 Admin Fee $41 1/05/2014 Admin Fee $5.252 1/01/2014 Disbursements $12 1/04/2014 Disbursements $1.253 1/01/2014 Legal Fee $0.503 6/04/2014 Legal Fee $13 1/06/2014 Legal Fee $0.756 1/01/2014 Stamps $1.506 5/04/2014 Stamps $1.756 1/05/2014 Stamps $27 1/01/2014 Postage $27 18/05/2014 Postage $2.15

Activity_ID Activity Description

Fee_ID

1 Letter 11 Letter 21 Letter 31 Letter 61 Letter 7

Activity

Fee

AccountActivities

ACTIVITY TO FEE RELATIONSHIP

Format $ACTFEE

Activity_ID Activity Description Fee_ID1 Letter 11 Letter 21 Letter 31 Letter 61 Letter 72 Phone - Call 12 Phone - Call 22 Phone - Call 32 Phone - Call 93 Phone - Receive 13 Phone - Receive 23 Phone - Receive 34 Account Open 45 Account Close 5

Lookup

Start: Activity_ID-Fee_ID

Label

A001-001 A001-002A001-002 A001-003A001-003 A001-006A001-006 A001-007A001-007 Activity-EndA002-001 A002-002A002-002 A002-003A002-003 A002-009A002-009 Activity-EndA003-001 A003-002A003-002 A003-003A003-003 Activity-EndA004-004 Activity-EndA005-005 Activity-End

Cat("A",Put(Activity_ID,Z3.),"-",Put(Fee_ID,z3.));

BUSINESS CONTEXT

Fee_ID Fee_asatdate Fee Description Fee_Amount1 1/01/2014 Admin Fee $3.501 1/03/2014 Admin Fee $41 1/05/2014 Admin Fee $5.252 1/01/2014 Disbursements $12 1/04/2014 Disbursements $1.253 1/01/2014 Legal Fee $0.503 6/04/2014 Legal Fee $13 1/06/2014 Legal Fee $0.756 1/01/2014 Stamps $1.506 5/04/2014 Stamps $1.756 1/05/2014 Stamps $27 1/01/2014 Postage $27 18/05/2014 Postage $2.15

Format $FEELookup

Start: Fee_ID-StartDate End: Fee_ID-EndDate Label001-0041640 001-0041698 $3.50001-0041699 001-0041759 $4.00001-0041760 001-High-Date $5.25002-0041640 002-0041729 $1.00002-0041730 002-High-Date $1.25003-0041640 003-0041734 $0.50003-0041735 003-0041790 $1.00003-0041791 003-High-Date $0.75006-0041640 006-0041733 $1.50006-0041734 006-0041759 $1.75006-0041760 006-High-Date $2.00007-0041640 007-0041776 $2.00007-0041777 007-High-Date $2.15

Cat(Put(Fee_ID*1, Z3.), "-", Put(Start_Date,Z7.))

Cat(Put(Fee_ID*1, Z3.), "-", Put(End_Date,Z7.))

Fee_ID Start_Date End_Date Fee_Amt1 2014-01-01 2014-02-28 $4.001 2014-03-01 2014-04-30 $5.251 2014-05-01 9999-12-31 $5.252 2014-01-01 2014-03-31 $1.252 2014-04-01 9999-12-31 $1.253 2014-01-01 2014-04-05 $1.003 2014-04-06 2014-05-31 $0.753 2014-06-01 9999-12-31 $0.754 2014-01-01 9999-12-31 $5.005 2014-01-01 9999-12-31 $3.006 2014-01-01 2014-04-04 $1.756 2014-04-05 2014-04-30 $2.006 2014-05-01 9999-12-31 $2.007 2014-01-01 2014-05-17 $2.157 2014-05-18 9999-12-31 $2.15

BUSINESS CONTEXT

AccountActivities

Accno Activity_ID Date Fee Total

ACC00012345 4 5/01/2014 $5.00

ACC00012345 1 6/01/2014 $8.50

ACC00012345 3 10/01/2014 $5.00

ACC00012345 2 11/01/2014 $9.00

ACC00012345 5 11/01/2014 $3.00

ACC00012346 4 5/01/2014 $5.00

ACC00012346 1 6/01/2014 $8.50

ACC00012346 3 15/01/2014 $5.00

ACC00012346 2 15/01/2014 $9.00

ACC00012346 3 25/01/2014 $5.00

ACC00012346 1 31/03/2014 $9.00

50c admin fee increase applied on 1/3/2014

Fee_ID Fee_asatdate Fee Description Fee_Amount1 1/01/2014 Admin Fee $3.502 1/01/2014 Disbursements $13 1/01/2014 Legal Fee $0.506 1/01/2014 Stamps $1.507 1/01/2014 Postage $2

Fee_ID Fee_asatdate Fee Description Fee_Amount1 1/03/2014 Admin Fee $42 1/01/2014 Disbursements $13 1/01/2014 Legal Fee $0.506 1/01/2014 Stamps $1.507 1/01/2014 Postage $2

Applicable Fees

Accno Activity_ID Date Fee Total

ACC00012345 4 5/01/2014 $5.00

ACC00012345 1 6/01/2014 $8.50

ACC00012345 3 10/01/2014 $5.00

ACC00012345 2 11/01/2014 $9.00

ACC00012345 5 11/01/2014 $3.00

ACC00012346 4 5/01/2014 $5.00

ACC00012346 1 6/01/2014 $8.50

ACC00012346 3 15/01/2014 $5.00

ACC00012346 2 15/01/2014 $9.00

ACC00012346 3 25/01/2014 $5.00

ACC00012346 1 31/03/2014 $9.00

Do Until(Put(Fee_total, $ACTFEE.)='Activity-End');*** 1. Loop for each activity *** ;

Iter+1;If Iter=1 then Fee_total=Put(Cat("A",Put(Activity_ID, z3.)), $ACTFEE.);Else Fee_total=Put(Fee_total, $ACTFEE.);

*** 2. Apply correct fee per actiovity for the date *** ;FeePrt=Cat(Strip(Scan(Fee_total,-1,'-')),"-",Put(Asat_Date, z7.));FeeAmt=Put(FeePrt, $Fee.);Fees=Sum(Fees, FeeAmt);

Output; Add this line if you want to test the breakdown of fees chargedEnd;

BUSINESS CONTEXT

AccountActivities

REFERENCES

SAS Formatshttps://support.sas.com/documentation/cdl/en/leforinforref/64790/HTML/default/viewer.htm#titlepage.htm

Sample Code & Test Data<to be determined>

Base SAS Procedure guidehttps://support.sas.com/documentation/cdl/en/proc/66663/HTML/default/viewer.htm

https://support.sas.com/documentation/cdl/en/leforinforref/64790/HTML/default/viewer.htm

https://support.sas.com/documentation/cdl/en/leforinforref/64790/HTML/default/viewer.htm

https://support.sas.com/documentation/cdl/en/proc/66663/HTML/default/viewer.htm

https://support.sas.com/documentation/cdl/en/proc/66663/HTML/default/viewer.htm

QUESTIONS

Patrick CubaEmail: [email protected]: 0458 91 2634Linkedin: http://www.linkedin.com/in/patrickcuba

http://www.linkedin.com/in/patrickcuba

Fee Formats v1 no animation

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