SAS - Survey Select - Selecting Different Sample Size per Stratum

I have a list of financial advisors and I need to pull 4 samples per advisor but catch is in those 4 samples I need to force 2 mortgages, 1 loan, 1 credit card lets say.

Is there a way in the Survey select statement to set the specific number of samples to pull per stratum? I know you can stratify on 1 category and set it as a equal number. I was hoping I could use a mapping of employee names + the number of samples left to pull for each category and have survey select utilize that to pull in a dynamic way.

I'm using this as an example but this only stratifies on employee first and gives me 4 per employee. I would need to further stratify on Product type and set that to a specific sample size per product.

proc surveyselect data=work.Emp_Table_Final
   method=srs n=4 out=work.testsample SELECTALL;
   strata Employee_No;
run;

Thanks i know it might sound complicated, but if i know its possible then i can google the rest

Solution

Yes, you can have a dataset be the target of the n option. That dataset must:

Contain the strata variables as well as a variable SAMPSIZE or _NSIZE_ with the number to select
Have the same type and length as the strata variables
Be sorted by the strata variables
Have an entry for every strata variable value

See the documentation for more details.

data sample_counts;
length sex $1;
input sex $ _NSIZE_;
datalines;
F 5
M 3
;;;;
run;

proc sort data=sashelp.class out=class;
by sex;
run;

proc surveyselect n=sample_counts method=srs out=samples data=class;
strata sex;
run;

For two variables it's the same, you just need two variables in the sample_counts. Of course it makes it a lot more complicated, and you may want to produce this in an automated fashion.

proc sort data=sashelp.class out=class;
by sex age;
run;

data sample_counts;
length sex $1;
input sex $ age _NSIZE_;
datalines;
F 11 1
F 12 1
F 13 1
F 14 1
F 15 1
M 11 1
M 12 1
M 13 1
M 14 1
M 15 1
M 16 0
;;;;
run;

/* or do it in an automated way*/

data sample_counts;
  set class;
  by sex age;            *your strata;
  if first.age then do;  *do this once per stratum level;
    if age le 15 then _NSIZE_ = 1;  *whatever your logic is for defining _NSIZE_;
    else _NSIZE_=0;
    output;
  end;
run;



proc surveyselect n=sample_counts method=srs out=samples data=class;
strata sex age;
run;