AIBusiness Analytics

Joining / Merging in SAS – alternate approaches (including really efficient ones!)

 

One of the most common operation for any analyst is merging datasets. As per my estimate, an analyst spends at least 10 – 20% of his productive time joining and merging datasets. If you spend so much time doing joins / merges, it is extremely critical that you join datasets in most efficient manner. This is the thought behind this post.

Traditionally, databases have been designed in a manner where tables capture details of individual functional area.

Example below shows two tables, one capturing patient details in a clinic (from one time registrations) and second table showing their appointment details.

Example of data join

Example of data join

In order to analyze things like:

  • Which customer has walked in how many times in last month?
  • Which kind of customers have walked in more last month?
  • What are the common reasons for people walking in?

we need to join the two tables.

 

I’ll cover various ways in which you can do this in SAS:

[stextbox id=”section”]1. Sort / sort / Merge:[/stextbox]

This is the most common approach used in SAS. In order to use data step command, we need to sort the datasets first and then merge using the common key:

[stextbox id=”grey”]
proc sort data=patient_details; by pat_id;
proc sort data=appointment_details; by pat_id;
 
data analysis_set;
 merge patient_details (in=a) appointment_details (in=b);
 by pat_id;
/* note by variables are in the same order as sort by */
if a and b; 

/* Control statement, other options: if a; if b; if not a; if not b;*/
[/stextbox]The control statement defines the kind of merge. By specifying “if a and b”, values present in both the tables will be picked.
[stextbox id=”section”]2. PROC SQL:[/stextbox]

If you are used to writing SQL, PROC SQL might be the easiest way to learn joins in SAS

[stextbox id=”grey”]
PROC SQL;
      CREATE TABLE analysis_set0 AS
                       SELECT a.*, b.*
                       FROM patient_details a
                       INNER JOIN /* control statement*/
                       /*other options LEFT JOIN, RIGHT JOIN, OUTER JOIN*/
                       appointment_details b
                       ON a.pat_id=b.pat_id;
      QUIT;
 RUN;
[/stextbox]
[stextbox id=”section”]3. PROC FORMAT:[/stextbox]

This is one of the latest ways I have learnt, but the most efficient one. Using this method, we convert the smaller file into a format.

[stextbox id=”grey”]
DATA format1;
           SET patient_details (keep = PAT_ID);
           fmtname = '$pat_format';
           label = '*';
           RENAME pat_id=start;
RUN;
PROC SORT data=format1 nodupkey; 
           by pat_id; 
RUN;
PROC FORMAT CNTLIN=format1;
RUN;
[/stextbox]

The first step creates a dataset format1 from patient_details. PROC FORMAT then converts it into a format. Finally we use

[stextbox id=”grey”]
DATA analysis_set;
     SET appointment_details;
     if PUT(pat_id,$pat_format.) = '*';
RUN;
[/stextbox]

This way to join datasets typically takes 30 – 40% lower computation time compared to the two approaches mentioned above.

Since this might look advanced SAS, I will devote one more post explaining formats in more details.

In the meanwhile, if you know of any other way to join tables, please let me know.

 

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Kunal Jain

27 Aug 2021

Kunal is a post graduate from IIT Bombay in Aerospace Engineering. He has spent more than 10 years in field of Data Science. His work experience ranges from mature markets like UK to a developing market like India. During this period he has lead teams of various sizes and has worked on various tools like SAS, SPSS, Qlikview, R, Python and Matlab.

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