Streamlining Reporting Processes Using putdocx and putpdf

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Learn how putdocx and putpdf have revolutionized reporting at Corrona by automating the generation of descriptive tables, statistical analyses, and report compilation, improving efficiency and accuracy in data reporting workflows.

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  1. Automating Reports using putdocx and putpdf Winnie Dong Hua July 2018, Stata Corp. Conference CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 1

  2. Reporting at Corrona Many subscribers, anywhere from 2 to more than 10 reports per subscriber depending on the types of drugs they manufacture Multiple reports due over time, monthly, quarterly, and/or annually That's a lot to change and it used to be done through -putexcel- ! As of Stata v15, we have putdocx and putpdf and we're so grateful Will be talking today about how putdocx-/-putpdf- has simplified our lives and also some suggestions for making it even better for reporting CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 2

  3. Procedures for creating a report generate descriptive or statistics contents construct tables & format them add standard cover page and text cover page standard text descriptive tables, subscriber- specific statistical analyses CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 3

  4. Workflow with -putdocx- Beginning the call for .docx file creation Generate and format table title Create a table shell with # rows and # columns Format header row and 1st column per analysis table shell Read in data Generate analysis dataset and/or do analysis and store the results when necessary Assign analysis results to each cell and format them Add footnote in the end Save the output Word file Combine with other Word tables/files CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 4

  5. Components of reporting 1. putdocx paragraph, putdocx text: paragraphs, table titles 2. putdocx image: figures 3. putdocx table: 2a) Stata output, Stata descriptive data in memory 2b) Demographic table 2c) Modeling tables 4. putdocx append: automate the report by combining several .docx files into one summary report CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 5

  6. Word File In this dataset, there are 74 models of automobiles. The maximum MPG among them is 41. Histogram of Repair Record 1978 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 6

  7. Word File Plot of Mileage per Gallon by Price where the highest price is $15906 and lowest is $3291. CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 7

  8. Word File Embed the output from a regression command into your docx file mpg Coef. Std. Err. t P>|t| [95% Conf. Interval] price -.0009192 .0002042 -4.50 0.000 -.0013263 -.0005121 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 8

  9. Word File Embed the data in Stata's memory into a table in your docx file Origin Total Average MPG 19.83 24.77 Max MPG 34 41 Min MPG 12 14 Domestic Foreign 52 22 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 9

  10. 2a. Creating Descriptive tables Table 1. Demographic Table Total N=74 Domestic n=52 Foreign n=22 P-value Mileage, mean SD 21.30 5.79 19.83 4.74 24.77 6.61 <0.001 Repair Record, n(%) 69 48 21 <0.001 One 2 ( 2.9%) 2 ( 4.2%) 0 ( 0.0%) Two 8 ( 11.6%) 8 ( 16.7%) 0 ( 0.0%) Three 30 ( 43.5%) 27 ( 56.3%) 3 ( 14.3%) Four 18 ( 26.1%) 9 ( 18.8%) 9 ( 42.9%) Five 11 ( 15.9%) 2 ( 4.2%) 9 ( 42.9%) CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 10

  11. 2b. Survival Analysis Table Table 2b. Adjusted Cox regression models Parameter Haz. Ratio Std. Err. z p-value [95% Conf. Interval] Agegroup: ref.:47-48 49-55 1.66 1.80 0.47 0.64 0.20 13.96 56-62 2.67 2.83 0.92 0.36 0.33 21.38 63-69 14.32 16.79 2.27 0.02 1.44 142.62 Drug: Ref: investigational Conventional 8.90 4.13 4.71 <0.01 3.58 22.10 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 11

  12. 2c. Logistic Regression Analysis Table 2c. Logistic Regression Analysis Parameter Odds Ratio %95 CI lower limit %95 CI upper limit p-value age 1.00 0.95 1.05 0.99 weight 0.99 0.98 1.00 0.05 race: 1.00 black(ref) Other 2.88 1.10 7.52 0.03 White 1.83 0.95 3.53 0.07 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 12

  13. 3. Combining Tables using -putdocx append- Table 1. Demographic Table Total N=74 Domestic n=52 19.83 4.74 Foreign n=22 24.77 6.61 P-value Mileage, mean SD 21.30 5.79 <0.001 Repair Record, n(%) 69 48 21 <0.001 One Two Three Four Five 2 ( 2.9%) 8 ( 11.6%) 30 ( 43.5%) 18 ( 26.1%) 11 ( 15.9%) 2 ( 4.2%) 8 ( 16.7%) 27 ( 56.3%) 9 ( 18.8%) 2 ( 4.2%) 0 ( 0.0%) 0 ( 0.0%) 3 ( 14.3%) 9 ( 42.9%) 9 ( 42.9%) Table 3. Logistic Regression Model Parameter Odds Ratio %95 lower confidence limit %95 upper confidence limit p-value age weight race: 1.00 0.99 0.95 0.98 1.05 1.00 0.99 0.05 1.00 black(ref) Other White 2.88 1.83 1.10 0.95 7.52 3.53 0.03 0.07 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 13

  14. Summary Pros: Reproducing and automating report efficiently Minimizing mapping procedures, verification of the mapping process, copy and paste work, as well as cosmetic refining work Using -putpdf- to create pdf report file Cons: When adding new rows/columns to an existing table, needs to re-run the whole program instead of only the additional part Pagination of the combined .docx file has to be done manually Some cell format options applicable only using -putdocx- but not putpdf-, e.g. border (start, double)- CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 14

  15. References https://www.stata.com/training/webinar_series/reprodu cible-documents/ http://www.stata.com/new-in-stata/create-word- documents/?utm_source=MailingList&utm_medium=e mail&utm_content=20170606+Stata+News+Stata+15 https://www.stata.com/links/video-tutorials/ http://www.stata.com/manuals/p.pdf CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 15

  16. Automating Reports using putdocx and putpdf Questions ? Thank You ! CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 16

  17. Appendices - Add paragraphs // 1a. Add paragraphs putdocx clear putdocx begin putdocx paragraph, font(, 12) // default fontname is calibri putdocx text ("In this dataset, there are ") putdocx text (r(N)), bold putdocx text (" models of automobiles. The maximum MPG among them is ") putdocx text (r(max)), bold putdocx text ("."), linebreak putdocx text (""), linebreak CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 17

  18. Appendices - Add a histogram with title // 1b. Add a histogram with title putdocx paragraph, font(,12) halign(center) putdocx text ("Histogram of Repair Record 1978"), bold linebreak putdocx text (""), linebreak histogram rep78 graph export hist.png, replace // saved a graph under current drive path putdocx paragraph, halign(center) putdocx image hist.png putdocx pagebreak CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 18

  19. Appendices -Add a scatter plot with title and footnote // 1c. Add a scatter plot with title and footnote putdocx text ("Plot of Mileage per Gallon by Price"), bold //title scatter mpg price putdocx paragraph, halign(center) putdocx image auto.png sum price putdocx text ("In this dataset, the highest price is $") // footnote putdocx text (r(max)), bold putdocx text (" and lowest is $") putdocx text (r(min)), bold putdocx text (".") putdocx save figures, replace CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 19

  20. Appendices - Embed Stata output // Embed Stata output putdocx paragraph putdocx text ("Embed the output from a regression command into your docx file"), bold regress mpg price , nocons putdocx table mytable = etable ********************************************************************** Embed the output from a regression command into your docx file mpg Coef. Std. Err. t P>|t| [95% Conf. Interval] price -.0009192 .0002042 -4.50 0.000 -.0013263 -.0005121 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 20

  21. Appendices - Embed Stata dataset // Embed Stata dataset putdocx paragraph putdocx text ("Embed the data in Stata's memory into a table in your docx file."), bold preserve statsby Total=r(N) Average=r(mean) Max=r(max) Min=r(min), by(foreign): summarize mpg rename foreign Origin putdocx table tbl1 = data("Origin Total Average Max Min"), varnames border(start, nil) // border(insideV, nil) border(end, nil) forvalues row=1/3 { forvalues col=2/5 { putdocx table tbl1( row , col ), halign(right) } } putdocx save myreport.docx, replace Restore CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 21

  22. Word File ********************************************************************** Embed the data in Stata's memory into a table in your docx file Origin Total Average MPG 19.83 24.77 Max MPG 34 41 Min MPG 12 14 Domestic Foreign 52 22 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 22

  23. Appendices Descriptive Analysis // 2a. Creating Descriptive tables sysuse auto, clear putdocx clear putdocx begin *first create a table with 1 row and 5 columns. Then fill in the content of each cell and set the styles for each cell. putdocx table a = (1,5) putdocx text ( Table 1. Demographic Table"), bold ttest mpg, by(foreign) putdocx table a(1,2) = ("Total"), linebreak putdocx table a(1,2) = ( (N= +strofreal (r(N_1)+r(N_2))+ ) ), append putdocx table a(1,3) = ("Domestic"), linebreak putdocx table a(1,3) = ( (n= +strofreal(r(N_1))+ ) ), append putdocx table a(1,4) = ("Foreign"), linebreak putdocx table a(1,4) = ( (n= +strofreal(r(N_2))+ ) ), append putdocx table a(1,5) = ("P-value"), italic putdocx table a(1,.), bold halign(center) CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 23

  24. Appendices Descriptive Analysis (contd) // 2a. Creating Descriptive tables (cont d) local row 1 putdocx table a(`row',.), addrows(1) local ++row putdocx table a(`row',1) = ("Mileage, mean SD") putdocx table a(`row',5) = (cond(r(p)<0.001,"<0.001",string(r(p)))), nformat(%9.2f) putdocx table a(`row',.), halign(center) summarize mpg putdocx table a(`row',2) = (r(mean)), nformat(%5.2f) append putdocx table a(`row',2) = (" "), append putdocx table a(`row',2) = (r(sd)), nformat(%5.2f) append summarize mpg if foreign==0 putdocx table a(`row',3) = (r(mean)), nformat(%5.2f) append putdocx table a(`row',3) = (" "), append putdocx table a(`row',3) = (r(sd)), nformat(%5.2f) append CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 24

  25. Appendices Descriptive Analysis (contd) // 2a. Creating Descriptive tables (cont d) summarize mpg if foreign==1 putdocx table a(`row',4) = (r(mean)), nformat(%5.2f) append putdocx table a(`row',4) = (" "), append putdocx table a(`row',4) = (r(sd)), nformat(%5.2f) append ********************************************************************** Table 1. Demographic Table Total N=74 Domestic n=52 Foreign n=22 P-value Mileage, mean SD 21.30 5.79 19.83 4.74 24.77 6.61 <0.001 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 25

  26. Appendices Descriptive Analysis (contd) // 2a. Creating Descriptive tables (cont d) tabulate rep78 foreign, chi2 matcell(tabrep78) tabrep78[5,2] c1 c2 putdocx table a(`row',.), addrows(`=r(r)+1') // r(r)=5 here local ++row r1 2 0 r2 8 0 r3 27 3 r4 9 9 putdocx table a(`row',1) = ("Repair Record, n(%)") putdocx table a(`row',2) = (r(N)), halign(center) mata : st_matrix("tabrep78s", colsum(st_matrix("tabrep78"))) r5 2 9 tabrep78s[1,2] c1 c2 r1 48 21 putdocx table a(`row',3) = (tabrep78s[1,1]), halign(center) putdocx table a(`row',4) = (tabrep78s[1,2]), halign(center) putdocx table a(`row',5) = =(cond(r(p)<0.001,"<0.001",string(r(p)))), nformat(%9.2f) CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 26

  27. Appendices Descriptive Analysis (contd) // 2a. Creating Descriptive tables (cont d) * labels for the variable - local labrep78 "One, Two, Three, Four, Five" tokenize `"`labrep78'"', parse(" ,") forvalues i=1/`=r(r)' { local tmp = 2*`i'-1 local tmp2: display %5.1f (tabrep78[`i',1] + tabrep78[`i',2])/r(N)*100 local tmp3: display %5.1f (tabrep78[`i',1] / tabrep78s[1,1])*100 local tmp4: display %5.1f (tabrep78[`i',2] / tabrep78s[1,2])*100 local ++row putdocx table a(`row',1) = (" "+`"``tmp''"') // label of each level putdocx table a(`row',2) = (tabrep78[`i',1] + tabrep78[`i',2]), halign(center) append putdocx table a(`row',2) = (" (" + "`tmp2'" + "%)"), append } putdocx table a(`row',3) = (tabrep78[`i',1]), halign(center) append putdocx table a(`row',3) = (" (" + "`tmp3'" + "%)"), append putdocx table a(`row',4) = (tabrep78[`i',2]), halign(center) append putdocx table a(`row',4) = (" (" + "`tmp4'" + "%)"), append CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 27

  28. 2a. Creating Descriptive tables Table 1. Demographic Table Total N=74 Domestic n=52 Foreign n=22 P-value Mileage, mean SD 21.30 5.79 19.83 4.74 24.77 6.61 <0.001 Repair Record, n(%) 69 48 21 <0.001 One 2 ( 2.9%) 2 ( 4.2%) 0 ( 0.0%) Two 8 ( 11.6%) 8 ( 16.7%) 0 ( 0.0%) Three 30 ( 43.5%) 27 ( 56.3%) 3 ( 14.3%) Four 18 ( 26.1%) 9 ( 18.8%) 9 ( 42.9%) Five 11 ( 15.9%) 2 ( 4.2%) 9 ( 42.9%) CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 28

  29. Appendices Survival Analysis // 2b. Survival Analysis Table webuse drugtr studytime died drug age _st _d _t 1 1 0 1 1 0 2 1 0 3 1 0 4 1 0 4 1 0 5 1 0 5 1 0 8 1 0 8 0 0 8 1 0 8 1 0 _t0 0 0 0 0 0 0 0 0 0 0 0 0 61 1 65 1 59 1 52 1 56 1 67 1 63 1 58 1 56 1 58 1 52 1 49 1 1 1 1 1 1 1 1 1 1 0 1 1 1 1 2 3 4 4 5 5 8 8 8 8 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 29

  30. Appendices Survival Analysis (contd) // 2b. Survival Analysis Table (cont d) putdocx clear putdocx begin webuse drugtr, clear gen agegroup = int(age/7) - 5 fvset base last drug * Cox modeling stcox i.agegroup i.drug putdocx paragraph, spacing(after, 0.05) putdocx text ("Table 2. Adjusted Cox regression models"), bold CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 30

  31. Appendices Survival Analysis (contd) // 2b. Survival Analysis Table (cont d) putdocx table d = etable, border(all) *formatting some cells to be more readable putdocx table d(1,1)=("Parameter"), halign(center) putdocx table d(6,1)=("Drug ref: investigational"), halign(center) putdocx table d(7,1)=( Conventional"), halign(right) putdocx table d(1,5)=("p-value"), halign(right) forvalues row=3/7 { forvalues col=2/7 { putdocx table d(`row',`col'), nformat(%9.2f) } } * make 1st row and 1st column bold putdocx table d(1,.), bold putdocx table d(.,1), bold putdocx save survival", replace CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 31

  32. 2b. Survival Analysis Table Table 2b. Adjusted Cox regression models Parameter Haz. Ratio Std. Err. z p-value [95% Conf. Interval] Agegroup: ref.:47-48 49-55 1.66 1.80 0.47 0.64 0.20 13.96 56-62 2.67 2.83 0.92 0.36 0.33 21.38 63-69 14.32 16.79 2.27 0.02 1.44 142.62 Drug: Ref: investigational Placebo 8.90 4.13 4.71 <0.01 3.58 22.10 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 32

  33. Appendices - Logistic Regression // 2c. Logistic Regression Analysis putdocx clear putdocx begin webuse lbw, clear Id low age lwt race 4 1 28 120 other 10 1 29 130 white 11 1 34 187 black 13 1 25 105 other 85 0 19 182 black smoke smoker nonsmoker 0 smoker nonsmoker 1 nonsmoker 0 ptl 1 ht 0 0 1 1 0 ui 1 1 0 0 1 bwt (g) 709 1021 1135 1330 2523 0 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 33

  34. Appendices - Logistic Regression (contd) // 2c. Logistic Regression Analysis (cont d) putdocx paragraph, spacing(after, 0.05) putdocx text ( Table Logistic Regression Model ), bold halign(center) logit low age lwt i.race, nocons or putdocx table f = etable, border(all) *add label column putdocx table f(.,1), addcols(1) local row 1 putdocx table f(`row',2) = ("Label"), halign(center) foreach x of varlist age lwt race { local ++row local lbl: variable label `x' putdocx table f(`row',2) = (`"`lbl'"'), } *formatting some cells putdocx table f(1,1)=("Parameter"), halign(center) putdocx table f(4,2)=("") putdocx table f(1,6)=("p-value") CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 34

  35. Appendices - Logistic Regression (contd) // 2c. Logistic Regression Analysis (cont d) *limit 2 decimals forvalues row=1/7 { forvalues col=3/8 { putdocx table f(`row',`col'), nformat(%9.2f) } } * make 1st row and 2nd column bold putdocx table f(1,.), bold putdocx save logistic", replace CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 35

  36. 2c. Logistic Regression Analysis Table 2c. Logistic Regression Analysis Parameter Odds Ratio %95 CI lower limit %95 CI upper limit p-value age 1.00 0.95 1.05 0.99 weight 0.99 0.98 1.00 0.05 race: 1.00 black(ref) Other 2.88 1.10 7.52 0.03 White 1.83 0.95 3.53 0.07 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 36

  37. Appendices combining .docx files // 3. Combine Tables putdocx append demographic logistic, saving( sample report ) ********************************************************************** Table 1. Demographic Table Total N=74 Domestic n=52 Foreign n=22 P-value Mileage, mean SD 21.30 5.79 19.83 4.74 24.77 6.61 <0.001 Repair Record, n(%) 69 48 21 <0.001 One 2 ( 2.9%) 2 ( 4.2%) 0 ( 0.0%) Two 8 ( 11.6%) 8 ( 16.7%) 0 ( 0.0%) Three 30 ( 43.5%) 27 ( 56.3%) 3 ( 14.3%) Four 18 ( 26.1%) 9 ( 18.8%) 9 ( 42.9%) Five 11 ( 15.9%) 2 ( 4.2%) 9 ( 42.9%) CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 37

  38. Appendices combining .docx files (contd) Table 3. Logistic Regression Model Parameter Odds Ratio %95 lower confidence limit %95 upper confidence limit p-value age weight race: 1.00 0.99 0.95 0.98 1.05 1.00 0.99 0.05 1.00 black(ref) Other White 2.88 1.83 1.10 0.95 7.52 3.53 0.03 0.07 CONFIDENTIAL AND PROPRIETARY INFORMATION NOT FOR DISTRIBUTION 38

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