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How to Highlight Changed Values in Excel

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Regular Contributor
Posts: 220
Accepted Solution

How to Highlight Changed Values in Excel

I'm just reaching out for some advice.

 

I am comparing two data tables.  I am reporting the changes to an Excel file with 3 tabs: one for added records, one for deleted records, and one for modified records.  In the modified tab, I would like to highlight just the cells that changed from the previous version to the current version so there isn't necessity for the reviewer to search each variable for the changes.  I can highlight cells based on conditions using the COMPUTE statement in PROC REPORT.  Is there a way to flag the modified variables so I can highlight only changed values?

 

Below is a small example.  In my output, the Added tab would show Bill, the Deleted tab would show Alice, and the Modified tab would show Jane and Phillip.  The only modification I want to make is that WEIGHT would be highlighted for Jane and AGE would be highlighted for Philip since those are the only change.

 

Any suggestions on how to do this?

 

proc sort data=sashelp.class out=old;
	by name;
run;

proc sql;
	create table new as select * from sashelp.class where 1=0;
	insert into new values ('Bill','M',13,65,82);
quit;
data new;
	set old new;
	by name;
	if name='Alice' then delete;
	if name='Philip' then age=14;
run;

data compared (keep=status name sex age height weight);
	length STATUS $10;
	merge new (in=a)
		  old (in=b rename=(sex=sex_old age=age_old height=height_old weight=weight_old));
	by name;
	if b and not a then status='DELETED';
		else if a and not b then status='ADDED';
		else if a & b then do;
			status=ifc(sex=sex_old & age=age_old & height=height_old & weight=weight_old, '', 'MODIFIED');
		end;
run;

 


Accepted Solutions
Solution
‎01-16-2017 09:51 AM
SAS Super FREQ
Posts: 8,743

Re: How to Highlight Changed Values in Excel

[ Edited ]

Hi:

  Yes, to answer your last question here "Are you saying that I could create unprinted variables like sex_status, age_status, etc. that are flagged 0,1?  Then if sex changes, then sex_status=1 and I can condition to highlight sex?" If you make some "helper" variables to denote what needs to be highlighted, then you can use that "hidden" variable to highlight cells. I took a slightly different approach, instead of making a "status" variable, I just made a helper variable to hold the column number on the final report that I want to change -- just as a numeric literal. See the example below, which uses a simple DATALINES to make the data and the helper variables.

cynthia

report_hilite_using_helper_variables.png

View solution in original post


All Replies
Super User
Posts: 10,514

Re: How to Highlight Changed Values in Excel

You are going to need a status variable for each variable that you track.

Think of just giving only the Compare data set to someone. How do they know which variable was modified?

 

You could use Proc report and set conditional highlighting based on the value of the specific status variable for a variable which ODS Excel or ODS Tagsets.excelxp would honor.

Regular Contributor
Posts: 220

Re: How to Highlight Changed Values in Excel

They currently don't have a way to know what variable was modified unless they go back and open both the old and new tables, locate the record that was modified and then compare each variable.  It's just tedious at the moment.

 

Are you saying that I could create unprinted variables like sex_status, age_status, etc. that are flagged 0,1?  Then if sex changes, then sex_status=1 and I can condition to highlight sex?

Super User
Posts: 10,514

Re: How to Highlight Changed Values in Excel


djbateman wrote:

 

Are you saying that I could create unprinted variables like sex_status, age_status, etc. that are flagged 0,1?  Then if sex changes, then sex_status=1 and I can condition to highlight sex?


Yes

 

I believe this message shows something similar to what you are attempting.

https://communities.sas.com/t5/ODS-and-Base-Reporting/Problem-Traffic-Lighting-with-Proc-Report/m-p/...

Valued Guide
Posts: 505

Re: How to Highlight Changed Values in Excel

SAS Forum: How to Highlight Changed Values in Excel

inspired by
https://goo.gl/DzWy7P
https://communities.sas.com/t5/ODS-and-Base-Reporting/How-to-Highlight-Changed-Values-in-Excel/m-p/324623


HAVE (TWO DATASETS OLDREP)
============================

OLDREP
Up to 40 obs from oldrep total obs=19

Obs    NAME        SEX             AGE          HEIGHT          WEIGHT

  1    Alfred       M               14              69           112.5
  2    Alice        F               13            56.5              84
  3    Barbara      F               13            65.3              98
  4    Carol        F               14            62.8           102.5
  5    Henry        M               14            63.5           102.5
  6    James        M               12            57.3              83
  7    Jane         F               12            59.8            84.5
  8    Janet        F               15            62.5           112.5
  9    Jeffrey      M               13            62.5              84
 10    John         M               12              59            99.5
 11    Joyce        F               11            51.3            50.5
 12    Judy         F               14            64.3              90
 13    Louise       F               12            56.3              77
 14    Mary         F               15            66.5             112
 15    Philip       M               16              72             150
 16    Robert       M               12            64.8             128
 17    Ronald       M               15              67             133
 18    Thomas       M               11            57.5              85
 19    William      M               15            66.5             112


NEW REP
 Up to 40 obs from newrep total obs=19

 Obs    NAME        SEX             AGE          HEIGHT          WEIGHT

   1    Alfred       M               14              69           112.5
   2    Barbara      F               13            65.3              98
   3    Bill         M               13              65              82
   4    Carol        F               14            62.8           102.5
   5    Henry        M               14            63.5           102.5
   6    James        M               12            57.3              83
   7    Jane         F               12            59.8            84.5
   8    Janet        F               15            62.5           112.5
   9    Jeffrey      M               13            62.5              84
  10    John         M               12              59            99.5
  11    Joyce        F               11            51.3            50.5
  12    Judy         F               14            64.3              90
  13    Louise       F               12            56.3              77
  14    Mary         F               15            66.5             112
  15    Philip       M               14              72             150
  16    Robert       M               12            64.8             128
  17    Ronald       M               15              67             133
  18    Thomas       M               11            57.5              85
  19    William      M               15            66.5             112


WANT (WHAT CHANGED - You can use this to highligt the diference)
================================================================

REPDELTA dataset

p to 40 obs from repdelta total obs=3

Obs    NAME     SEX  AGE  HEIGHT   WEIGHT    __SPLIT    __TYPE

 1     Alice     F    13    56.5       84      OLD      DELETE
 2     Bill      M    13      65       82      NEW      INSERT
 3     Philip    M    14      72      150      NEW      UPDATE


WORKING CODE
============

%utl_delta
    (
     uinmem1 =oldrep,       /* Last Months Data */
     uinmem2 =newrep,       /* Current Month Data */
     uinkey  =name,         /* primary unique key both tables */
     uotmem1 =repdelta,     /* delta tble for RDBMS update */
     uotmem2= repsame       /* what did no change */
    );

Also a macro is given to apply the chages to the old to make the new

* apply the repdelta to make old look like new;
%utl_update
   (
    master=oldrep
   ,transaction=repdelta
   ,key=name
   );

FULL SOLUTION
=============

/* T003300 GIVEN TWO DATASETS CREATE AND APPLY THE TRANSACTION DATASET THAT WILL MAKE THE TABLES THE SAME */

*   *  *   *  *****          ***     *    *   *  *****
** **  *  *   *             *   *   * *   ** **  *
* * *  * *    *              *     *   *  * * *  *
*   *  **     ****            *    *****  *   *  ****
*   *  * *    *                *   *   *  *   *  *
*   *  *  *   *             *   *  *   *  *   *  *
*   *  *   *  *****  *****   ***   *   *  *   *  *****;

/*----------------------------------------------------------*\
|  Make oldrep look exactly like newrep by applying          |
|  the delta dateset using utldmod                           |
|  utl_update is the same as macro above                     |
|  Transaction dataset must contain __type variable          |
|  with the value UPDATE, INSERT or DELETE                   |
\*----------------------------------------------------------*/
%macro utl_update
   (
      master=
     ,transaction=
     ,key=
    )
    / des="Update Insert Delete in Sybase Table";

 /*-------------------------------------------------*\
 |  This object applyes a transaction dataset to     |
 |  a master RDBMS table or SAS dataset. The result  |
 |  is an updated master ( RDBMS data )              |
 \*-------------------------------------------------*/

 /*----------------------------------------------*\
 |  IPO                                           |
 |    Inputs                                      |
 |    ======                                      |
 |      transaction - Transaction table must have |
 |               variable type which can          |
 |               have 3 values (SAS dataset)      |
 |               DELETE -- Delete Row in Master   |
 |               INSERT -- Insert Row in Master   |
 |               UPDATE -- Update Row in Master   |
 |      key   - unique index                      |
 |                                                |
 |    Process  - Modify SAS/RDBMS Table           |
 |    ======     based on transaction file        |
 |                                                |
 |    Output   - master Modified                  |
 |    ======                                      |
 |    Transaction table can be in work library    |
 \*----------------------------------------------*/

 data &master;
   modify &master &transaction;
   by &key;
   select (_iorc_);
     when (%sysrc(_dsenmr))   /* nomatch in MASTER _Add */
       do;
          if __type="INSERT" then output &master;
          *put "Nomatch" __type=;
          _error_=0;
       end;
     when (%sysrc(_sok))   /* matched Update or Delete */
       do;
          *put "Matched " __type=;
          if      __type="DELETE" then remove  &master;
          else if __type="UPDATE" then replace &master;
          _error_=0;
       end;
     otherwise
       do;
          put "Unexpected ERROR Condition: _IORC_ =" _IORC_;
          _error_=0;
       end;
   end;
run;
%mend utl_update;

%macro utl_delta
    (
     uinmem1 =work.oldrep,       /* Last Months Data */
     uinmem2 =work.newrep,       /* Current Month Data */
     uinkey  =rep_socs,           /* primary unique key both tables */
     uotmem1 =repdelta,         /* delta tble for RDBMS update */
     uotmem2 = repsame           /* records that do not change  */
    )
    / des = "Build delta SAS table for RDBMS update";
    /*----------------------------------------------*\
    |  WIN95 SAS611   --  UNIX SAS611 SOLARIS 2.5    |
    |                                                |
    |                                                |
    |  Create a delta ( transaction ) dataset        |
    |  based on a comparison of old and new data.    |
    |                                                |
    |  Use this new delta dataset to bring older     |
    |  RDBMS table up to date. ( invoke utldmod )    |
    |                                                |
    |  Proc compare new feed against updated RDBMS   |
    |  Result should be an exact comparison          |
    |                                                |
    |  You are probably asking why not just drop     |
    |  the RDBMS table and load the new table.       |
    |                                                |
    |  1. As a rule we keep SAS image tables         |
    |     of most read only RDBMS tables.            |
    |     And it is very easy to do detailed analysis|
    |     such as this before any major sales        |
    |     representative alignment.                  |
    |                                                |
    |  2. The delta dataset is very useful for QC,   |
    |     before updating RDBMS tables.              |
    |                                                |
    |  3. Table may reside in as many as three       |
    |     different databases on different platforms.|
    |     (Oracle, Sybase, Watcom, MS-Access)        |
    |     This plays to SASes strength               |
    |                                                |
    |  This code represents a slightly new           |
    |  methodology and as such has not been          |
    |  completely tested. CompuCraft would           |
    |  greatly appreciate any feedback.              |
    \*----------------------------------------------*/

    /*%^&*------------------------------------------*\
    | Description:                                   |
    |  Create a delta ( transaction ) dataset        |
    |  based on new data.                            |
    |                                                |
    |  This code creates the delta ( transaction )   |
    |  dataset.                                      |
    |                                                |
    |  IPO                                           |
    |   INPUTS                                       |
    |   ======                                       |
    |   Old table ( previous month - in RDBMS )      |
    |   (ie OLSSNJOB)                                |
    |                                                |
    |       SSN         JOB            ACTIVE        |
    |                                                |
    |      001001110  carpenter1       YES           |
    |      002001110  plumber1         YES           |
    |      003001110  mason1           YES           |
    |      004001110  plumber1         YES           |
    |      005001110  electrician1     YES           |
    |      006001110  mason3           YES           |
    |      008001110  mason4           NO            |
    |                                                |
    |   New table ( New data not in RDBMS )          |
    |   (ie NUSSNJOB)                                |
    |                                                |
    |       SSN         JOB            ACTIVE        |
    |                                                |
    |      001001110  carpenter1       YES           |
    |      002001110  plumber1         YES           |
    |      003001110  painter1         YES           |
    |      004001110  plumber1         YES           |
    |      005001110  electrician1     YES           |
    |      007001110  painter2         YES           |
    |                                                |
    |   PROCESS                                      |
    |   =======                                      |
    |    Extract the old data from the RDBMS.        |
    |                                                |
    |    Union old and new data. Put an indicator    |
    |    variable on union. This variable            |
    |    identifies the origin of record ( old/new). |
    |                                                |
    |    Sort the union table on all fields.         |
    |                                                |
    |    If record appears only in the old table     |
    |    then deactivate the record. ( DELETE )      |
    |                                                |
    |    If a record appears only in the new data    |
    |    ( at least one field makes record diff)     |
    |    and the key appears in both new and old     |
    |    data then perform an update ( UPDATE )      |
    |                                                |
    |    If a record appears only in the new data    |
    |    and the key does not appear in old table    |
    |    then perform an insert ( INSERT )           |
    |                                                |
    |    If the record is exactly the same in        |
    |    both tables then leave it alone             |
    |                                                |
    |   OUTPUT                                       |
    |   ======                                       |
    |  Transaction data set                          |
    |                                                |
    |     SSN       JOB     ACTIVE          __TYPE   |
    |                                                |
    |  006001110    mason3       YES       DELETE    |
    |  008001110    mason4       NO        DELETE    |
    |  007001110    painter2     YES       INSERT    |
    |  003001110    painter1     YES       UPDATE    |
    |                                                |
    \*%^&*------------------------------------------*/

 /*  for testing without macro
 %let uinmem1 =oldrep;
 %let uinmem2 =newrep;
 %let uinkey  =rep_socs;
 %let uotmem1 =repdelta;
 %let uotmem2= repsame;
 */

 %put %sysfunc(ifc(%sysevalf(%superq(uinmem1)=,boolean),  **** Please Provide Previous dataset                  ,));
 %put %sysfunc(ifc(%sysevalf(%superq(uinmem2)=,boolean),  **** Please Provide Current dataset                   ,));
 %put %sysfunc(ifc(%sysevalf(%superq(uinkey)=,boolean),**** Please Provide primary unique key both tables    ,));
 %put %sysfunc(ifc(%sysevalf(%superq(uotmem1)=,boolean),**** Please Provide transaction records dataset       ,));
 %put %sysfunc(ifc(%sysevalf(%superq(uotmem2)=,boolean), **** Please Provide records that do not change dataset,));

 %if %eval(
    %sysfunc(ifc(%sysevalf(%superq(uinmem1)=,boolean),1,0)) +
    %sysfunc(ifc(%sysevalf(%superq(uinmem2)=,boolean),1,0)) +
    %sysfunc(ifc(%sysevalf(%superq(uinkey)=,boolean),1,0)) +
    %sysfunc(ifc(%sysevalf(%superq(uotmem1)=,boolean),1,0)) +
    %sysfunc(ifc(%sysevalf(%superq(uotmem2)=,boolean),1,0))
    ) eq 0 %then %do;

    data utldlta1
         (
          label = "Union of current & previous month"
         )
         / view=utldlta1;
       retain &uinkey;
       set  &uinmem1 ( in = prevmnth )
            &uinmem2 ( in = currmnth );
       if prevmnth then __split = "OLD";
       else __split = "NEW";
    run;
    proc sql;
        select
            name into : ucols separated by ' '
        from
            dictionary.columns
         where
            libname = %upcase('work')         and
            memname = %upcase ( 'utldlta1' )  and
            name not eq %upcase( '__split' );
    quit;
    %put ucols = &ucols;
    proc sort data = utldlta1  out = utldlta2;
        by &ucols __split;
    run;
    %let uwrds = %sysfunc(countw(&ucols));
    %let ulastcol = %scan (&ucols, &uwrds );
    data utldlta3
         (
          label = "Transactions"
         )
         &uotmem2
         (
          label = "No change"
         );
        set utldlta2;
        by &ucols;
        retain __split __type;
        select;
            /* Only in previous month */
            when ( ( first.&ulastcol eq last.&ulastcol ) and __split = "OLD") do;
                if ( first.&uinkey eq last.&uinkey ) then do; /* unique record */
                    __type="DELETE";                          /* key unique    */
                    output utldlta3;                          /* OLD data only */
                end;
                else do;                                      /* unique record */
                    __type = "UPDATE";                        /* key same      */
                    output &uotmem2;                      /* other field changed */
                end;
            end;
            /* Only in new month */
            when ( first.&ulastcol eq last.&ulastcol ) do;    /* unique record */
                if ( first.&uinkey eq last.&uinkey ) then do; /* new key       */
                    __type = "INSERT";
                    output utldlta3;
                end;
                else do;                                      /* unique record */
                    __type = "UPDATE";                        /* same key      */
                    output utldlta3;                          /* new data only */
                end;
            end;

            /* Duplicate records same in both months */
            when ( first.&ulastcol ne last.&ulastcol ) do;    /* duplicate record  */
                output &uotmem2;
            end;
        otherwise put "ERROR ===========> NEVER SAY NEVER <=============== ERROR";
        end;
    run;
    proc sort data=utldlta3
        out=&uotmem1
        (
        label = "Transaction dataset"
        index = ( &uinkey   / unique )
        );
    by __type;
    run;
    %macro utl_nlobs(dsn);
       %let dsid=%sysfunc(open(&dsn));%sysfunc(attrn(&dsid,nlobs)) %let rc=%sysfunc(close(&dsid));
    %mend utl_lnobs;
    proc print data=&uinmem1(obs=30) width=minimum noobs;
    title "Old RDBMS Data obs=%utl_nlobs(&uinmem1)";
    run;
    proc print data=&uinmem2(obs=30) width=minimum noobs;
    title "New Feed Data obs=%utl_nlobs(&uinmem2)";
    run;
    proc print data=&uotmem1(obs=30) width=minimum noobs;
    title "Transaction data set obs=%utl_nlobs(&uotmem1)";
    run;
    proc print data=&uotmem2(obs=30 drop=__type) width=minimum noobs;
    title "No change data set obs=%utl_nlobs(&uotmem2)";
    run;
    /*----------------------------------------------------------*\
    |  Make oldrep look exactly like newrep by applying          |
    |  the delta dateset using utldmod                           |
    \*----------------------------------------------------------*/

    /*

   data oldrep;
     input rep_socs : $9. JOB  : $16. ACTIVE  : $3.;
   cards;
      001001110  carpenter1       YES
      002001110  plumber1         YES
      003001110  mason1           YES
      004001110  plumber1         YES
      005001110  electrician1     YES
      006001110  mason3           YES
      008001110  mason4           NO
   ;
   run;
   data newrep;
     input rep_socs : $9. JOB  : $16. ACTIVE  : $3.;
   cards;
      001001110  carpenter1       YES
      002001110  plumber1         YES
      003001110  painter1         YES
      004001110  plumber1         YES
      005001110  electrician1     YES
      007001110  painter2         YES
   ;
   run;

   %utl_delta
    (
     uinmem1 =oldrep,
     uinmem2 =newrep,
     uinkey  =rep_socs,
     uotmem1 =repdelta,
     uotmem2= repsame
    );
    %utl_delta;

    proc sort data=dat.oldrep out=ol;by rep_socs;run;
    proc sort data=dat.newrep out=nu;by rep_socs;run;

    title "Indepth comparison Updated RDMS table with New Feed";

    proc compare data=ol compare=nu;
    run;
    */
 %end; /* end macro argument checks */

%mend utl_delta;

* create data;
proc sort data=sashelp.class out=oldrep;
      by name;
run;

proc sql;
      create table new as select * from sashelp.class where 1=0;
      insert into new values ('Bill','M',13,65,82);
quit;
data newrep;
      set oldrep new;
      by name;
      if name='Alice' then delete;
      if name='Philip' then age=14;
run;


%utl_delta
    (
     uinmem1 =oldrep,       /* Last Months Data */
     uinmem2 =newrep,       /* Current Month Data */
     uinkey  =rep_socs,      /* primary unique key both tables */
     uotmem1 =repdelta,   /* delta tble for RDBMS update */
     uotmem2= repsame
    );

* apply the repdelta to make old look like new;
%utl_update
   (
    master=oldrep
   ,transaction=repdelta
   ,key=name
   );

Solution
‎01-16-2017 09:51 AM
SAS Super FREQ
Posts: 8,743

Re: How to Highlight Changed Values in Excel

[ Edited ]

Hi:

  Yes, to answer your last question here "Are you saying that I could create unprinted variables like sex_status, age_status, etc. that are flagged 0,1?  Then if sex changes, then sex_status=1 and I can condition to highlight sex?" If you make some "helper" variables to denote what needs to be highlighted, then you can use that "hidden" variable to highlight cells. I took a slightly different approach, instead of making a "status" variable, I just made a helper variable to hold the column number on the final report that I want to change -- just as a numeric literal. See the example below, which uses a simple DATALINES to make the data and the helper variables.

cynthia

report_hilite_using_helper_variables.png

Regular Contributor
Posts: 220

Re: How to Highlight Changed Values in Excel

Cynthia,

 

This is great!  Thank you so much!  It took a little tweeking to get it to work in a general macro setting, but I have a working program.  And due to the row highlighting, I don't need separate tabs for each TYPE category.  Thank you for your help.

 

 

☑ This topic is SOLVED.

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