When working with external data—such as delimited text files or Excel spreadsheets—the first step in SAS Studio is to convert that data into a SAS table that can be queried, transformed, or analyzed. The 2025.06 SAS Viya stable release of SAS Studio streamlines and standardizes this process, particularly for those who may prefer using the point-and-click interface over coding.
Whether you are building a flow or working in a workspace tab, you can now upload and import files from your desktop in a single step, and edit Excel metadata such as column names and data types during import. These enhancements make the import process more intuitive and efficient, especially for non-programmers.
This article demonstrates these updates using the home_equity file available from the Example Data Sets for the SAS® Viya® Platform website. First, we convert the file to an Excel spreadsheet and import it using an Import step in a flow, showcasing the new Excel metadata-editing capabilities. Then, we import the downloaded CSV file using the standalone Import File facility.
Method 1: Importing in a Flow
A SAS Studio flow provides a visual sequence of data operations, from preparation to analysis and reporting, with each task represented as a step. Flows are typically used when a process needs to be repeatable and/or automatic. The IMPORT step is used, in a flow, to load delimited, Excel, fixed-width, and other text files and converts them into SAS tables.
Screen Recording Instructions
This video demonstrates how to use an IMPORT step within a SAS Studio flow to upload and import data from an excel spreadsheet.
Step-by-Step Instructions
1. Create a new flow
From the SAS Studio Start page, select Build a flow.
2. Add an Import File step
In the navigation pane, click Steps, expand Data (Input and Output) and drag the Import File onto the flow canvas.
With the Import File node selected, the properties appear in the bottom pane, displaying the Options, Preview and Modify Data, Node, and Notes tabs, along with a message indicating that you can drag a file into the window or use the provided buttons.
3. Upload the Excel file into SAS Server.
In the Import File Options tab, click Import local file.
In the Upload File window:
Choose the folder to upload to, preferably in the SAS Server section. The SAS Server pane provides direct access to the server’s file system, allowing you to view, upload, and download files—making it the preferred location for storing data used in SAS programs/flows. SAS Content is a storage area for SAS applications to manage shared assets such as reports, models, and jobs.
Click Add file, browse to and select home_equity.xlsx on your computer. Click Open.
Click Upload.
The Options tab in the Import File properties shows that sheet 1 of the home_equity.xls file is selected, the First row contains column names is checked and you can optionally set Limit the range of rows and columns if necessary. These options can be easily modified.
4. Analyze the File Structure and Adjust Columns.
Click Analyze to examine the structure of the external file and define the columns based on the confirmed settings.
Click the Preview and Modify Data tab in the Import File properties.
You’ll see a sample of the data (e.g. home_equity) with columns like BAD, LOAN, MORTDUE, VALUE, REASON, JOB, YOJ, DEROG, …, APPDATE. The values of LOAN and MORTDUE, should contain dollar signs and the APPDATE value should be imported as a date. At the moment it's a numeric value, displaying the number of days from the 1st January 1960, to the specific date.
Click View and edit the column structure. Here you can edit the metadata of the files, including changing the type, length and format of the data.
For the column LOAN, click Browse in the Format field to change the format.
Expand Currency.
Choose a currency format such as DOLLAR.
Adjust Overall width to 12.
Click OK.
Repeat for the MORTDUE and VALUE columns. Once completed, you’ll see DOLLAR12. appear in the Format column for those fields.
For the APPDATE column, click Browse in the Format field to change the format.
Expand Date.
Select DATE (or your desired date format).
Set Overall width to 9
Click OK.
APPDATE’s Format column should now show DATE9.
At the top of the preview grid, click Update to apply the updated changes to the Import File step. This updates the temporary view of the data if you would like to check your modifications are appropriate.
5. Add and name the output table
Return to the flow and right-click the output port of the Import File step.
Select Add a table.
Name the new table HE_XLSX and save it in the WORK library.
6. Run the flow and inspect the output table
On the flow toolbar, click Run.
Check the log and confirm the flow completed successfully.
View the output table and verify that the data has been correctly imported:
Currency columns display with dollar signs/commas.
APPDATE displays as dates (like 05MAY2020).
Character fields like CITY and STATE look correct.
7. Save the flow.
The flow can now be saved and submitted regularly if required.
Method 2: Create a Standalone Import File
Using an import step within a flow is beneficial when a file is expected to be updated regularly and the import needs to run consistently as part of an automated, repeatable process. A standalone import is suitable when you simply need to bring a file into SAS Studio for immediate review, exploration, or one-time analysis, without integrating it into a broader flow.
Screen Recording Instructions
This video demonstrates how to use the standalone IMPORT facility to upload and import data from a csv file.
Step-by-Step Instructions
1. Create a new Import File tab.
From the SAS Studio Start page, select Import a File. The standalone import has been opened on a new tab.
2. Upload the csv file into SAS Server.
With the standalone Import tab open, the options to Import local file and Import file from server are available.
Click Import local file.
In the Upload File window:
Choose the folder to upload to (e.g. /Home or /Data).
Click Add file, browse to and select csv on your computer. Click Open.
Click Upload.
3. Name the output file
Rename the table name HE_csv.
4. Review and modify the default options
Click View to view the raw data file.
This is a comma separated file, with column names in the first row. Monetary values and dates should be considered when importing the raw data.
Expand the Input section of the Options tab and confirm the file is a comma delimited file and that the first row contains column names.
Other options include selecting all or a subset of rows and setting how many rows SAS scans to detect the type and length of the column. Change the Scan rows for analysis setting to 6,000. The default of 20 is very efficient for processing but increases the risk of truncating character data, while larger values provide greater accuracy but are slower to determine column properties. I’m going for 6,000 to balance accuracy and performance.
Click More import options to view additional settings for customizing your import, like how to handle missing values, consecutive delimiters, renaming columns and setting encoding.
Click Cancel.
5. Analyze the File Structure and Adjust Columns.
Click Analyze to examine the structure of the external file and define the columns based on the confirmed settings.
Click the Preview and Modify Data tab.
You’ll see a sample of the data (e.g. home_equity) with columns like BAD, LOAN, MORTDUE, VALUE, REASON, JOB, YOJ, DEROG, …, APPDATE. The values of LOAN and MORTDUE, should contain dollar signs and the APPDATE value should be imported as a date.
Click (View and edit the column structure). Here you can edit the metadata of the files, including changing the type, length and format of the data.
For the column LOAN, click Browse in the Format field to change the format.
Expand Currency.
Choose a currency format such as DOLLAR. (or the one shown in your standards).
Adjust Overall width to 12.
Click OK.
You’ll see DOLLAR10. appear in the Format column for those fields.
Repeat for the MORTDUE and VALUE columns.
For the APPDATE column, click Browse in the Format field to change the format.
Expand Date.
Select (or your desired date format).
Set Overall width to 9
Click OK.
APPDATE’s Format column should now show DATE9.
At the top of the preview grid, click Update to apply the updated changes to the Import File step.
This updates the temporary view of the data if you would like to check your modifications are appropriate.
6. Run the standalone tab and inspect the output table
On the toolbar, click Run.
Check the log and confirm the import completed successfully.
View the output table and verify that the data has been correctly imported:
Currency columns display with dollar signs/commas.
APPDATE displays as dates (like 05MAY2020).
Character fields like CITY and STATE look correct.
7. Save the Import File.
The Import can be saved and submitted again if needed.
Summary
Importing external data into SAS Studio is now more intuitive and flexible than ever, thanks to the enhancements introduced in the 2025.06 SAS Viya release. Whether you choose to import data within a flow or use the standalone Import File facility, both methods provide a streamlined, point-and-click experience that supports uploading files, analyzing structure, and customizing column metadata—all without writing any code.
These improvements make it easier to ensure clean, accurate SAS tables regardless of whether your source is Excel or CSV. Combined with other data preparation steps available in SAS Studio, the enhanced import tools reduce complexity and increase confidence for low-code users. The result is a more accessible and efficient environment for preparing data and getting to insights faster.
Apply What You’ve Learnt
Now it’s your turn to try it out. Open SAS Studio and explore both import methods using your own data or the home_equity example. Experiment with Preview and Modify Data to adjust formats, and see how these enhancements can simplify your workflow and accelerate your path to insights.
Remember these essentials from the improved SAS Studio import experience:
You can now upload files and edit metadata in one streamlined step.
Flows are ideal for automated, repeatable imports.
The standalone Import File is perfect for quick, one-off analysis.
Metadata controls—like formats, types, and row scanning—help ensure clean, accurate SAS tables every time.
If this guide helped you, share it with colleagues or explore more SAS Studio features to continue building your low-code analytics toolkit.
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