2023-10-10 08:40:16 +00:00
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---
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title: Modern Spreadsheets in Stata
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sidebar_label: Stata
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pagination_prev: demos/cloud/index
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pagination_next: demos/bigdata/index
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2024-05-04 16:15:00 +00:00
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sidebar_custom_props:
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summary: Generate Stata-compatible XLSX workbooks from incompatible files
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2023-10-10 08:40:16 +00:00
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---
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import current from '/version.js';
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2023-11-16 04:20:57 +00:00
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import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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2023-10-10 08:40:16 +00:00
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import CodeBlock from '@theme/CodeBlock';
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export const b = {style: {color:"blue"}};
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[Stata](https://www.stata.com/) is a statistical software package. It offers a
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robust C-based extension system.
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[SheetJS](https://sheetjs.com) is a JavaScript library for reading and writing
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data from spreadsheets.
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This demo uses SheetJS to pull data from a spreadsheet for further analysis
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within Stata. We'll create a Stata native extension that loads the
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[Duktape](/docs/demos/engines/duktape) JavaScript engine and uses the SheetJS
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library to read data from spreadsheets and converts to a Stata-friendly format.
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```mermaid
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flowchart LR
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ofile[(workbook\nXLSB file)]
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nfile[(clean file\nXLSX)]
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data[[Stata\nVariables]]
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ofile --> |Stata Extension\nSheetJS + Duktape| nfile
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nfile --> |Stata command\nimport excel|data
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2024-10-07 21:41:19 +00:00
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linkStyle 0 color:blue,stroke:blue;
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2023-10-10 08:40:16 +00:00
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```
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2024-10-07 21:41:19 +00:00
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The demo will read [a NUMBERS workbook](https://docs.sheetjs.com/pres.numbers)
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and generate variables for each column. A sample Stata session is shown below:
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2023-10-10 08:40:16 +00:00
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![Stata commands](pathname:///stata/commands.png)
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2023-11-13 11:17:25 +00:00
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:::info pass
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This demo covers Stata extensions. For directly processing Stata DTA files, the
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["Stata DTA Codec"](/docs/constellation/dta) works in the browser or NodeJS.
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:::
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:::note Tested Deployments
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2023-10-10 08:40:16 +00:00
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2024-12-17 04:59:57 +00:00
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This demo was tested in the following deployments:
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| Architecture | Version | Date |
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|:-------------|:------------------|:-----------|
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| `darwin-x64` | `18.0` | 2024-04-10 |
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| `darwin-arm` | `18.5` (StataNow) | 2024-12-15 |
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2024-12-21 03:32:22 +00:00
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| `win11-x64` | `18.5` (StataNow) | 2024-12-19 |
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2024-12-17 04:59:57 +00:00
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| `win11-arm` | `18.5` (StataNow) | 2024-12-15 |
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| `linux-x64` | `18.0` | 2024-04-25 |
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2023-10-10 08:40:16 +00:00
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:::
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:::info pass
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Stata has limited support for processing spreadsheets through the `import excel`
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command[^1]. At the time of writing, it lacked support for XLSB, NUMBERS, and
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other common spreadsheet formats.
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SheetJS libraries help fill the gap by normalizing spreadsheets to a form that
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Stata can understand.
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:::
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## Integration Details
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```mermaid
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flowchart LR
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ofile{{File\nName}}
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subgraph JS Operations
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ojbuf[(Buffer\nFile Bytes)]
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wb(((SheetJS\nWorkbook)))
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njbuf[(Buffer\nXLSX bytes)]
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end
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obuf[(File\nbytes)]
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nbuf[(New file\nbytes)]
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nfile[(XLSX\nFile)]
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ofile --> |C\nRead File| obuf
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obuf --> |Duktape\nBuffer Ops| ojbuf
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ojbuf --> |SheetJS\n`read`| wb
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wb --> |SheetJS\n`write`| njbuf
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njbuf --> |Duktape\nBuffer Ops| nbuf
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nbuf --> |C\nWrite File| nfile
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2024-10-07 21:41:19 +00:00
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linkStyle 2,3 color:blue,stroke:blue;
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```
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The current recommendation involves a native plugin that reads arbitrary files
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and generates clean XLSX files that Stata can import.
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The extension function ultimately pairs the SheetJS `read`[^2] and `write`[^3]
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methods to read data from the old file and write a new file:
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```js title="Code executed by Duktape within the Stata extension (snippet)"
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/* `original_file_data` is a sideloaded Duktape `Buffer` */
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// highlight-start
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var wb = XLSX.read(original_file_data, {type: "buffer"});
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var new_file_data = XLSX.write(wb, {type: "array", bookType: "xlsx"});
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// highlight-end
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/* `new_file_data` will be pulled into the extension and saved */
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2023-10-10 08:40:16 +00:00
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```
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2024-10-07 21:41:19 +00:00
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The extension function `cleanfile` will take one or two arguments:
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`plugin call cleanfile, "pres.numbers"` will generate `sheetjs.tmp.xlsx` from
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the first argument (`"pres.numbers"`) and print instructions to load the file.
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`plugin call cleanfile, "pres.numbers" verbose` will additionally print CSV
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contents of each worksheet in the workbook.
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2023-10-10 08:40:16 +00:00
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### C Extensions
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Stata C extensions are shared libraries or DLLs that use special Stata methods
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for parsing arguments and returning values.
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2024-04-11 17:44:06 +00:00
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#### Structure
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Arguments are passed to the `stata_call` function in the plugin.[^4] The
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function receives the argument count and an array of C strings:
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```c title="stata_call declaration"
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STDLL stata_call(int argc, char *argv[]);
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```
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For example, `argc` is 2 and `argv` has two C strings in the following command:
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2024-10-07 21:41:19 +00:00
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```stata title="Sample plugin invocation with arguments"
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plugin call cleanfile, "pres.numbers" verbose
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* arguments start
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* argv[0] ^^^^^^^^^^^^
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* argv[1] ^^^^^^^
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* argc = 2
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```
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#### Communication
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2023-10-10 08:40:16 +00:00
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`SF_display` and `SF_error` display text and error messages respectively.
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2024-04-11 17:44:06 +00:00
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Message text follows the "Stata Markup and Control Language"[^5].
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`{stata ...}` is a special directive that displays the arguments and creates a
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clickable link. Clicking the link will run the string.
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For example, a plugin may attempt to print a link:
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```c title="SF_display C plugin example"
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SF_display("{stata import excel \"sheetjs.tmp.xlsx\", firstrow} will read the first sheet and use headers\n");
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```
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The function will print the following text to the terminal:
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<pre>
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2024-04-14 07:40:38 +00:00
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<span {...b}>import excel "sheetjs.tmp.xlsx", firstrow</span> will read the first sheet and use headers
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2024-04-11 17:44:06 +00:00
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</pre>
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The blue text is clickable. When a user clicks the text, the command
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`import excel "sheetjs.tmp.xlsx", firstrow` will be executed.
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2023-10-10 08:40:16 +00:00
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### Duktape JS Engine
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This demo uses the [Duktape JavaScript engine](/docs/demos/engines/duktape). The
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SheetJS + Duktape demo covers engine integration details in more detail.
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The [SheetJS Standalone scripts](/docs/getting-started/installation/standalone)
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can be loaded in Duktape by reading the source from the filesystem.
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## Complete Demo
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:::info pass
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2023-11-16 04:20:57 +00:00
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This demo was tested in Windows x64 and macOS x64. The path names and build
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commands will differ in other platforms and operating systems.
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2023-10-10 08:40:16 +00:00
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:::
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The [`cleanfile.c`](pathname:///stata/cleanfile.c) extension defines one plugin
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function. It can be chained with `import excel`:
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```stata
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program cleanfile, plugin
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plugin call cleanfile, "pres.numbers" verbose
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program drop cleanfile
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import excel "sheetjs.tmp.xlsx", firstrow
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```
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### Create Plugin
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2023-11-16 04:20:57 +00:00
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<Tabs groupId="os">
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<TabItem value="unix" label="Linux/MacOS">
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0) Ensure a compatible C compiler (Xcode on macOS) is installed.
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1) Open Stata and run the following command:
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```stata
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pwd
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```
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The output will be the default data directory. On macOS this is typically
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`~/Documents/Stata`
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2) Open a terminal window and create a project folder `sheetjs-stata` within the
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Stata data directory:
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```bash
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# `cd` to the Stata data directory
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cd ~/Documents/Stata
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mkdir sheetjs-stata
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cd sheetjs-stata
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```
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</TabItem>
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<TabItem value="win" label="Windows">
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2023-10-10 08:40:16 +00:00
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0) Ensure "Windows Subsystem for Linux" (WSL) and Visual Studio are installed.
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1) Open a new "x64 Native Tools Command Prompt" window and create a project
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folder `c:\sheetjs-stata`:
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```powershell
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cd c:\
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mkdir sheetjs-stata
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cd sheetjs-stata
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```
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2) Enter WSL:
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```powershell
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bash
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```
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2023-11-16 04:20:57 +00:00
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</TabItem>
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</Tabs>
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2023-10-10 08:40:16 +00:00
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3) Download [`stplugin.c`](https://www.stata.com/plugins/stplugin.c) and
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[`stplugin.h`](https://www.stata.com/plugins/stplugin.h) from the Stata website:
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```bash
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curl -LO https://www.stata.com/plugins/stplugin.c
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curl -LO https://www.stata.com/plugins/stplugin.h
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```
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2023-11-16 04:20:57 +00:00
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4) Download Duktape. In Windows, the following commands should be run in WSL. In
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macOS, the commands should be run in the same Terminal session.
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2023-10-10 08:40:16 +00:00
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```bash
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curl -LO https://duktape.org/duktape-2.7.0.tar.xz
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tar -xJf duktape-2.7.0.tar.xz
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mv duktape-2.7.0/src/*.{c,h} .
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```
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2023-11-16 04:20:57 +00:00
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5) Download [`cleanfile.c`](https://docs.sheetjs.com/stata/cleanfile.c).
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In Windows, the following commands should be run in WSL. In macOS, the commands
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should be run in the same Terminal session.
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2023-10-10 08:40:16 +00:00
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```bash
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curl -LO https://docs.sheetjs.com/stata/cleanfile.c
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```
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2023-11-16 04:20:57 +00:00
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<Tabs groupId="os">
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<TabItem value="unix" label="Linux/MacOS">
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6) Observe that macOS does not need a "Linux Subsystem" and move to Step 7.
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7) Build the plugin:
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```bash
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gcc -shared -fPIC -DSYSTEM=APPLEMAC stplugin.c duktape.c cleanfile.c -lm -std=c99 -Wall -ocleanfile.plugin
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```
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</TabItem>
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<TabItem value="win" label="Windows">
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2023-10-10 08:40:16 +00:00
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6) Exit WSL:
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```bash
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exit
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```
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The window will return to the command prompt.
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7) Build the DLL:
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```powershell
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cl /LD cleanfile.c stplugin.c duktape.c
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```
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2023-11-16 04:20:57 +00:00
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</TabItem>
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</Tabs>
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2023-10-10 08:40:16 +00:00
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### Install Plugin
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2023-11-16 04:20:57 +00:00
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<Tabs groupId="os">
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<TabItem value="unix" label="Linux/MacOS">
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8) Copy the plugin to the Stata data directory:
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```bash
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cp cleanfile.plugin ../
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```
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</TabItem>
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<TabItem value="win" label="Windows">
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2023-10-10 08:40:16 +00:00
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8) Copy the DLL to `cleanfile.plugin` in the Stata data directory. For example,
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with a shared data directory `c:\data`:
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```powershell
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mkdir c:\data
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copy cleanfile.dll c:\data\cleanfile.plugin
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```
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2023-11-16 04:20:57 +00:00
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</TabItem>
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</Tabs>
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2023-10-10 08:40:16 +00:00
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### Download SheetJS Scripts
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2023-11-16 04:20:57 +00:00
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<Tabs groupId="os">
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<TabItem value="unix" label="Linux/MacOS">
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9) Move to the Stata data directory:
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```bash
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cd ..
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```
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10) Observe that macOS does not need a "Linux Subsystem" and move to Step 11.
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</TabItem>
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<TabItem value="win" label="Windows">
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9) Move to the `c:\data` directory:
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2023-10-10 08:40:16 +00:00
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```powershell
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cd c:\data
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```
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10) Enter WSL
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```powershell
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bash
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```
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2023-11-16 04:20:57 +00:00
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</TabItem>
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</Tabs>
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11) Download SheetJS scripts and the test file.
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In Windows, the following commands should be run in WSL. In macOS, the commands
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should be run in the same Terminal session.
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2023-10-10 08:40:16 +00:00
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<CodeBlock language="bash">{`\
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curl -LO https://cdn.sheetjs.com/xlsx-${current}/package/dist/shim.min.js
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curl -LO https://cdn.sheetjs.com/xlsx-${current}/package/dist/xlsx.full.min.js
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2024-04-26 04:16:13 +00:00
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curl -LO https://docs.sheetjs.com/pres.numbers`}
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2023-10-10 08:40:16 +00:00
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</CodeBlock>
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### Stata Test
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:::note pass
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The screenshot in the introduction shows the result of steps 13 - 19
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:::
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2023-11-16 04:20:57 +00:00
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12) If it is not currently running, start the Stata application.
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<Tabs groupId="os">
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<TabItem value="unix" label="Linux/MacOS">
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2023-10-10 08:40:16 +00:00
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2023-11-16 04:20:57 +00:00
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13) Run the following command in Stata:
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```stata
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dir
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```
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Inspect the output and confirm that `cleanfile.plugin` is listed.
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</TabItem>
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<TabItem value="win" label="Windows">
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13) Move to the `c:\data` directory in Stata:
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2023-10-10 08:40:16 +00:00
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```stata
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cd c:\data
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```
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2023-11-16 04:20:57 +00:00
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</TabItem>
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</Tabs>
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14) Load the `cleanfile` plugin:
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2023-10-10 08:40:16 +00:00
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```stata
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program cleanfile, plugin
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```
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16) Read the `pres.numbers` test file:
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```stata
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plugin call cleanfile, "pres.numbers" verbose
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```
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The result will show the data from `pres.numbers`:
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<pre>
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2024-04-14 07:40:38 +00:00
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<b>. plugin call cleanfile, "pres.numbers" verbose</b>
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Worksheet 0 Name: Sheet1
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Name,Index
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Bill Clinton,42
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GeorgeW Bush,43
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Barack Obama,44
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Donald Trump,45
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Joseph Biden,46
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|
Saved to `sheetjs.tmp.xlsx`
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|
|
<span {...b}>import excel "sheetjs.tmp.xlsx", firstrow</span> will read the first sheet and use headers
|
2023-10-10 08:40:16 +00:00
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for more help, see <span {...b}>import excel</span>
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|
|
</pre>
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|
17) Close the plugin:
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|
```stata
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|
program drop cleanfile
|
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|
|
```
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|
|
|
|
18) Clear the current session:
|
|
|
|
|
|
|
|
```stata
|
|
|
|
clear
|
|
|
|
```
|
|
|
|
|
2024-04-12 07:11:07 +00:00
|
|
|
<ol start="19"><li><p>In the result of Step 16, click the link on <code><span {...b}>import
|
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|
|
excel "sheetjs.tmp.xlsx", firstrow</span></code></p></li></ol>
|
2023-10-10 08:40:16 +00:00
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|
|
|
|
|
|
Alternatively, manually type the command:
|
|
|
|
|
|
|
|
```stata
|
|
|
|
import excel "sheetjs.tmp.xlsx", firstrow
|
|
|
|
```
|
|
|
|
|
|
|
|
The output will show the import result:
|
|
|
|
|
|
|
|
<pre>
|
2024-04-14 07:40:38 +00:00
|
|
|
<b>. import excel "sheetjs.tmp.xlsx", firstrow</b>
|
2023-10-10 08:40:16 +00:00
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|
|
(2 vars, 5 obs)
|
|
|
|
</pre>
|
|
|
|
|
|
|
|
20) Open the Data Editor (in Browse or Edit mode) and compare to the screenshot:
|
|
|
|
|
2023-11-07 03:08:55 +00:00
|
|
|
```stata
|
|
|
|
browse Name Index
|
|
|
|
```
|
|
|
|
|
2023-10-10 08:40:16 +00:00
|
|
|
![Data Editor showing data from the file](pathname:///stata/data-editor.png)
|
|
|
|
|
2024-04-26 04:16:13 +00:00
|
|
|
:::info pass
|
|
|
|
|
|
|
|
In the terminal version of Stata, `browse` does not work:
|
|
|
|
|
|
|
|
```
|
|
|
|
. browse Name Index
|
|
|
|
command browse is unrecognized
|
|
|
|
r(199);
|
|
|
|
```
|
|
|
|
|
|
|
|
The `codebook` command will display details.
|
|
|
|
|
|
|
|
<details>
|
|
|
|
<summary><b>Expected Output</b> (click to show)</summary>
|
|
|
|
|
2024-10-07 21:41:19 +00:00
|
|
|
```text title="Expected output for 80-column terminal windows"
|
2024-04-26 04:16:13 +00:00
|
|
|
-------------------------------------------------------------------------------
|
|
|
|
Name Name
|
|
|
|
-------------------------------------------------------------------------------
|
|
|
|
|
|
|
|
Type: String (str12)
|
|
|
|
|
|
|
|
Unique values: 5 Missing "": 0/5
|
|
|
|
|
|
|
|
Tabulation: Freq. Value
|
|
|
|
1 "Barack Obama"
|
|
|
|
1 "Bill Clinton"
|
|
|
|
1 "Donald Trump"
|
|
|
|
1 "GeorgeW Bush"
|
|
|
|
1 "Joseph Biden"
|
|
|
|
|
|
|
|
Warning: Variable has embedded blanks.
|
|
|
|
|
|
|
|
-------------------------------------------------------------------------------
|
|
|
|
Index Index
|
|
|
|
-------------------------------------------------------------------------------
|
|
|
|
|
|
|
|
Type: Numeric (byte)
|
|
|
|
|
|
|
|
Range: [42,46] Units: 1
|
|
|
|
Unique values: 5 Missing .: 0/5
|
|
|
|
|
|
|
|
Tabulation: Freq. Value
|
|
|
|
1 42
|
|
|
|
1 43
|
|
|
|
1 44
|
|
|
|
1 45
|
|
|
|
1 46
|
|
|
|
```
|
|
|
|
|
|
|
|
</details>
|
|
|
|
|
|
|
|
:::
|
|
|
|
|
2023-10-10 08:40:16 +00:00
|
|
|
[^1]: Run `help import excel` in Stata or see ["import excel"](https://www.stata.com/manuals/dimportexcel.pdf) in the Stata documentation.
|
|
|
|
[^2]: See [`read` in "Reading Files"](/docs/api/parse-options)
|
2024-04-11 17:44:06 +00:00
|
|
|
[^3]: See [`write` in "Writing Files"](/docs/api/write-options)
|
|
|
|
[^4]: See ["Creating and using Stata plugins"](https://www.stata.com/plugins/#sect8) in the Stata website
|
|
|
|
[^5]: run `help smcl` in Stata or see ["smcl"](https://www.stata.com/manuals/psmcl.pdf) in the Stata documentation.
|