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 develop and manage operational plans, generate financial forecasts, and create financial budgets.

The self-study e-learning includes:

• Annotatable course notes in PDF format.
• Virtual lab time to practice.

Learn how to

• Update and maintain the Forms workspace.
• Create and manage multiple forecasts and budgets with different workflows.
• Use rates to forecast scenarios.
• Model what-if scenarios.
• Create and access shared reports.
• Manage various workflows.

Who should attend

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

Formats available	Standard Duration
e-Learning:	21 hours/180 day license	System Requirements

There are no prerequisites for this course.

SAS Financial Management Overview

• Overview.
• SAS data flow architecture.
• FASHBI case study.

Introduction to the SAS Financial Management Web Application

• SAS Financial Management Web Application.

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

• SAS Financial Management Add-in for Microsoft Excel.

Introduction to SAS Financial Management Studio

• 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

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

The Forms Workspace – Form Sets, Forms, and Form Templates

• SAS Financial Management Studio: Forms workspace.
• Creating a phase, form set, and forms.
• Assigning form authors and reviewers.
• Publishing the form set and understanding form set and form status values.
• Performing tasks in the Forms workspace.

Designing Data-Entry Forms

• Creating a basic form template.
• Member selection rules and writable descendants.
• Floating time member rules.
• Enabling data entry at parent members.
• Automatic allocations.
• Model cell protection rules.
• Hold rules.
• Cell visibility rules.
• Validating data in a form.
• Supplemental schedules.
• Generating a forecast.

Working with Data-Entry Forms

• Introduction to the Web Forms workspace.
• Managing forms in the Web Forms workspace.
• Entering data into a form’s writable cell.

Bottom-Up Workflow – Case Study

• Bottom-up workflow case study.
• Creating a financial form set with a bottom-up workflow.
• Designing a form template and publishing a form set.
• Submitting and approving data.
• Completing the planning process.

Top-Down Workflow – Overview

• Review of top-down workflows.

Driver Rates

• Overview of driver rates in the Rates workspace.
• Creating driver rate sets and loading driver rates.
• Building a formula using a driver rate.