Computes *--------------------------------------------------------------;
* sample size and allocation for various types of ;
* allocation schemes from a stratified random sample ;
* Macro printit is a general routine used to format output ;
*--------------------------------------------------------------;
%macro printit;
proc print data = &outalloc noobs split='*';
title1 " "; title2 " ";
title3 "Stratum weights and sample sizes for &ttl_ allocation";
%if &optfixn ne 0 %then %let
tl_ = %str(Sample Size Fixed at &nfixed);
%else %do;
%if &optfixc ne 0 %then %let
tl_ = %str(to minimize variance with cost fixed at &maxcost);
%else %let
tl_ = %str(to obtain an error bound of &bound on population &param);
%end;
title4 "&tl_";
title5 "Output Data Set = &outalloc";
%if &flag_ =yes %then %do; title6
"WARNING: Some Required sample sizes exceed population size";
%end;
%if &vlag_ =yes %then %do; title7
"NOTE: Minimum sample sizes were set to &minsamp";
%end;
&labc
label &npop= 'Stratum*Sizes';
label wt_ = 'Stratum*Weights';
label tni_ = 'Exact*Allocation';
label ni = 'Nearest*Integer*(ni)';
sum &npop wt_ tni_ ni; var &prvars;
%let flag_ =no;
%let vlag_ =no;
%let labc =;
%mend printit;
*--------------------------------------------------------------;
* Computes sample size and allocation for various types of ;
* allocation schemes from a stratified random sample ;
*--------------------------------------------------------------;
%macro alloc(type=,opt=,nfixed=,overhead=,maxcost=,cost=,bound=,
setup=,strata=,npop=,var=,param=,minsamp=,wi=,outalloc=,
sample=,phat=);
%if %length(&strata) = 0 %then %let strata = %str(strata);
%if %length(&cost) = 0 %then %let cost = %str(cost);
%if %length(&npop) = 0 %then %let npop = %str(npop);
%if %length(&var) = 0 %then %let var = %str(var);
%if %length(&outalloc) = 0 %then %let outalloc = %str(outalloc);
%if %length(&overhead) = 0 %then %let overhead = %str(0);
%if %length(&setup) > 0 %then %let dset = %str(&setup);
%else %let dset = %str(&sample);
%let labc = %str();
%let flag_ =no;
%let vlag_ =no;
%let strc = %str( label &cost = 'Sampling*Costs';);
%let typopt = %index(%upcase(&type),OPTIMAL);
%let typney = %index(%upcase(&type),NEYMAN);
%let typpro = %index(%upcase(&type),PROP);
%let optfixc = %index(%upcase(&opt),FIXEDC);
%let optfixn = %index(%upcase(&opt),FIXEDN);
%let optfixw = %index(%upcase(&opt),FIXEDW);
%if %index(%upcase(&param),PROP) > 0 %then %let param=proportion;
%let stw = %str();
%let invars = %str(term0_ term1_ term2_ termw_);
%let outvars = %str(ntotal_ sum1_ sum2_ sumw_);
%if %length(&phat) > 0 %then %do;
%let var = %str(&phat*(1-&phat));
%end;
%if &optfixw ne 0 %then %do;
%let stringwt = %str(&wi/sum_);
%let stw = %str(/wt_);
data tot_; set &dset end = eof;
sum_ + &wi;
if eof = 1 then output;
keep sum_;
data &dset; set &dset; if _n_ = 1 then set tot_;
wt_ = &stringwt;
drop sum_;
%end;
%if %length(&minsamp) = 0 %then %let minsamp = 2;
data w_; set &dset;
term0_ = &npop;
term1_ = &npop*sqrt(&var);
term2_ = &npop*&var;
termw_ = &npop**2*&var&stw;
%if &typopt > 0 or &optfixc > 0 %then %do;
%let labc = &strc;
%let invars = %str(term0_ term1_ term2_ term3_ term4_ termw_);
%let outvars = %str(ntotal_ sum1_ sum2_ sum3_ sum4_ sumw_);
term3_ = &npop*sqrt(&var/&cost);
term4_ = &npop*sqrt(&var*&cost);
%end;
proc means data = w_ noprint;
var &invars;
output out = size_ sum = &outvars;
%if > &optfixc 0 %then %do;
%let stringwt = %str(term3_/sum3_);
%let labc = &strc;
%let ttl_ = %str(optimal);
%let prvars = %str(&strata &cost &npop wt_ tni_ ni);
data size_; set size_;
nsize_ = (&maxcost-&overhead)*sum3_/sum4_;
nsize_ = int(nsize_);
data &outalloc; set w_;
if _n_ = 1 then set size_;
wt_ = &stringwt;
tni_ = nsize_*wt_;
ni = round(tni_, 1);
if ni > &npop then do;
ni = &npop;
call symput('flag_','yes');
end;
if ni < &minsamp then do;
ni = &minsamp;
call symput('vlag_','yes');
end;
keep &prvars;
%printit;
%end;
%if &optfixn = 0 %then %do;
%if %index(%upcase(&param),MEAN) > 0 %then %let d = %str(&bound**2/4);
%if %index(%upcase(&param),PROP) > 0 %then %let d = %str(&bound**2/4);
%if %index(%upcase(&param),TOTAL) > 0 %then
%let d = %str(&bound**2/4/ntotal_**2);
%end;
%if &typopt > 0 and &optfixc = 0 %then %do;
%let labc = &strc;
%let stringwt = %str(term3_/sum3_);
%let ttl_ = %str(optimal);
%let prvars = %str(&strata &cost &npop wt_ tni_ ni);
data size_; set size_;
%if &optfixn eq 0 %then %do;
nsize_ = (sum3_*sum4_)/(ntotal_**2*&d + sum2_);
nsize_ = ceil(nsize_);
%end;
%else %do;
nsize_ = &nfixed;
%end;
data &outalloc; set w_;
if _n_ = 1 then set size_;
wt_ = &stringwt;
tni_ = nsize_*wt_;
ni = round(tni_, 1);
if ni > &npop then do;
ni = &npop;
call symput('flag_','yes');
end;
if ni < &minsamp then do;
ni = &minsamp;
call symput('vlag_','yes');
end;
keep &prvars;
%printit;
%end;
%if &optfixw > 0 %then %do;
%let ttl_ = %str(fixed weights);
%let prvars = %str(&strata &npop wt_ tni_ ni);
data size_; set size_;
nsize_ = sumw_/(ntotal_**2*&d + sum2_);
data &outalloc; set w_;
if _n_ = 1 then set size_;
tni_ = nsize_*wt_;
ni = round(tni_, 1);
if ni > &npop then do;
ni = &npop;
call symput('flag_','yes');
end;
if ni < &minsamp then do;
ni = &minsamp;
call symput('vlag_','yes');
end;
keep &prvars;
%printit;
%end...