SAS Financial Management is a comprehensive solution for enterprise planning, budgeting, consolidation, and reporting. This course provides an overview of SAS Financial Management and its workspaces. You learn how to create and publish financial reports that comply with regulatory requirements. You also learn how to analyze financial results using real-time information and on-demand consolidations.

The e-learning includes the following:

• Digital course notes for self-study.
• Virtual lab: 30 hours of hands-on software practice.

Learn how to

• Automate core financial computations, including intercompany eliminations, manual and rule-based journal adjustments, and currency translation adjustment.
• Update and maintain dimensions.
• Perform cycle and period workspace tasks.
• Work with multiple exchange rates.
• Build and use models.
• Create, share, and enhance financial reports.
• Build formulas.
• Create a framework for building and managing business processes.

Who should attend

Anyone who is responsible for performing consolidations, generating reports, and analyzing results

There are no formal prerequisites.

This course addresses SAS Financial Management software.

SAS Financial Management Overview

• Overview of SAS Financial Management interfaces.
• SAS data flow architecture.
• FASHBI case study.

An Introduction to the SAS Financial Management Web Application

• An introduction to the SAS Financial Management web applications.

An Introduction to the SAS Financial Management Add-in for Microsoft Excel

• SAS Financial Management Add-in for Microsoft Excel.

An Introduction to SAS Financial Management Studio

• Introduction to SAS Financial Management Studio.

Security

• SAS Management Console: groups, roles, and capabilities.
• SAS Financial Management Studio: setting security.

Understanding SAS Financial Management Dimensions

• Understanding dimensions.
• SAS Financial Management dimensions.

The Dimensions Workspace

• An overview of the Dimensions workspace.
• Member custom properties.
• Data locales and calendar templates.

Required Dimension Types

• Account dimension type.
• Organization and Trader dimension types.
• Analysis dimension type.
• Currency dimension type.
• Time and Frequency dimension types.
• Source dimension type.

Working with Read-Only Tables

• SAS Financial Management Add-in for Microsoft Excel.
• Creating and publishing a Read-Only table.
• Changing the layout of a table.
• Table properties.
• Other table options.

Working with Cell Data Access (CDA) Tables

• Overview of cell data access (CDA) tables.
• Building an initial CDA table.
• Designing a report with a CDA table.

Cycles and the Periods Workspace

• An overview of cycles and the Periods workspace.

The Models Workspace

• An introduction to models.
• Model tasks.

Exchange Rates in the Rates Workspace

• Exchange rates overview.
• Working with exchange rate sets and exchange rates.

Driver Rates in the Rates Workspace

• Driver rates overview.
• Working with driver rate sets and driver rates.

An Overview of Formula Types and Formulas

• Overview of formula types.
• Optimizing formula performance.

Model Manual Adjustments and Adjustment Rules

• Overview of the model adjustment process.
• Manual adjustments.
• Adjustment rules.

Built-In Computations

• Built-in computations overview.
• Elimination adjustments.
• Account types and frequency conversion.
• Currency conversion.
• Retained earnings (RE).
• Cumulative translation adjustment (CTA).