This course provides an overview of SAS Financial Management and its workspaces. Students learn to develop operational plans, generate financial forecasts, and create financial budgets using SAS Financial Management.

Learn how to

• create financial and operational form sets
• manage the planning cycle, including the creation, tracking, and deployment of budgets and forecasts.

Who should attend

Anyone who is responsible for creating financial budgets, forecasts, and operational plans

Formats available	Standard duration
Classroom:	3 days
e-Learning:	21 hours/180 day license	System Requirements

There are no prerequisites for this course.

This course addresses SAS Financial Management software.

SAS Financial Management Overview

• touring SAS Financial Management interfaces and products
• SAS data flow architecture
• FASHBI case study

An Introduction to the SAS Information Delivery Portal

• working in the SAS Information Delivery Portal

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

• working with the SAS Financial Management Add-in for Microsoft Excel

An Introduction to SAS Financial Management Studio

• exploring cycles and workspaces in SAS Financial Management Studio

Security

• groups and roles
• setting security in SAS Financial Management Studio

Understanding SAS Financial Management Dimensions

• understanding dimensions
• understanding SAS Financial Management dimensions and dimension members

The Dimensions Workspace

• an overview of the Dimensions workspace
• viewing dimensions, hierarchies, and members
• member custom properties
• data locales and calendar templates

Forms Workspace - Form Sets and Forms

• an overview of the Forms workspace
• viewing the properties and status of form sets and forms
• working in the Forms workspace

Form Manager and Form Editors - Entering Data

• Form Manager page
• Form Editor page

Financial Planning - Bottom-Up Workflow

• creating a financial form set with bottom-up workflow
• designing a form template and publishing a form set
• submitting and approving data
• performing financial form set tasks

Operational Planning - Bottom-Up Workflow

• differences between operational and financial form sets
• creating an operational form set with bottom-up workflow
• designing an operational form template and publishing the form set
• submitting and approving data
• performing operational form set tasks

Loading Operational Planning Data into a Financial Cycle

• loading operational cycle data into a financial cycle
• viewing data on a financial report loaded from an operational cycle

Planning - Top-Down Workflow

• a review of the top-down workflow method
• entering and allocating data in the top-down workflow form

Driver Rates

• an overview of driver rates in the Rates workspace
• creating driver rate sets and loading driver rates
• building a formula using a driver rate

Additional Topics

• seeding data
• supplemental schedules
• comparison of Excel, Excel Offline, and Web-based data-entry forms