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SAS Financial Management: Data Administration

Duration: 2.0 days
Course fee: $1,450
EPTO units: 2.8
CEUs: 1.2
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This course demonstrates how to import and customize the SAS Financial Management transformations and jobs that are used to move data from the organization data store to the Solutions Data Mart.

Learn how to use SAS supplied jobs in SAS Data Integration Studio to

Who should attend

Data administrators implementing SAS Financial Solutions

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Prerequisites
Before attending this course, you should have in-depth knowledge of the following:
  • SAS Financial Management Studio
  • SAS Data Integration Studio
You can gain this knowledge by completing the SAS Financial Management: Foundations Training and Using SAS Data Integration Studio to Build Data Marts from Enterprise Data Sources courses.
Course Contents
Introduction
  • define SAS FM Software
  • understanding the data architecture
  • review SAS Financial Management Studio
  • understand the SAS Strategic Enterprise Solutions Data Architecture
Creating the SAS Financial Management Environment
  • understand the state of your system after the installation
  • prepare the customer data
Importing ETL Transformations and Jobs
  • import ETL transformations and jobs
Loading Users and Groups
  • set up and maintenance
  • load users, user groups, and user-member associations
Loading Reference Tables
  • load reference tables and reference table jobs
Loading Dimension Tables
  • review dimension members and hierarchies
  • load dimension tables
  • add custom properties
Moving Data into the Solutions Data Mart
  • understand how data travles from the customer source to the Detail Data Store and Solutions Data Mart
  • validate that dimension types, members, and hierarchies successfully load
Making Data Available to SAS Data Integration Studio
  • define the metadata for the customer tables
Adding a New Dimension Type
  • add a new dimension type
Adding a New Dimension
  • customize the job that loads the member identification table
  • customize the jobs that load the hierarchy identification table
  • customize the job that loads the parent-child table
  • load the dimensions into the Solutions Data Mart
  • add the COUNTRY_D dimension
Loading Simple Exchange Rates into a SAS Financial Management Exchange Rate Set
  • perform currency conversion in SAS Financial Management
  • load exchange rate data into the Detail Data Store
  • load exchange rates into the Solutions Data Mart
Loading Base Accounting Data
  • prepare the customer data
  • customize the Load DDS GL_TRANSACTION_SUM table job
  • load base accounting data
  • export accounting data to the Staging tables
Loading a System Filter
  • load a system filter for the SAS Financial Add-In for Microsoft Excel
Exporting Dimensions
  • use jobs in the Solutions Data Mart to export dimension members and hierarchies to the Staging library
Managing Data Locales
  • provide an overview of managing data locales
Software
This course addresses SAS Financial Management.
Course Materials
Students receive a hardcopy of the course notes and, in some courses, can choose to take home a copy of the course data.
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