This course demonstrates how to customize SAS Data Integration Studio jobs that are used to move data from organizational data sources to the Financial Data Mart. The course includes an in-depth study of the tables and column data that must be loaded and the jobs that perform these tasks for SAS Financial Management.

The self-study e-learning includes:

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

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

• Load dimension members and hierarchies into the staging tables.
• Load financial transactions into the staging tables.
• Move data from the staging tables into the Solutions Data Mart.
• Add new dimension types, members, and member hierarchies.
• Export financial data from the Solutions Data Mart.

Who should attend

Data administrators who maintain the data portion of the SAS Financial Management solution

Before attending this course, you should have knowledge of:

• SAS Financial Management.
• SAS Data Integration Studio.

You can gain knowledge of SAS Financial Management by completing the &fmfr course.

This course addresses SAS Financial Management software.

Introduction

• Overview of SAS Financial Management.
• SAS Financial Management solution data architecture.
• Case study and demonstration data.

Creating the SAS Financial Management Environment

• Overview.
• Understanding the state of your system after the installation.
• Preparing the customer data.

Loading Users and Groups

• Loading users, user groups, and user-member associations.

Loading StageFM Tables

Loading Dimension Tables

• Dimension members and hierarchies.
• General requirements.
• Detailed requirements.
• Jobs that load the dimension members and hierarchies.
• Adding custom properties.

Moving Data into the Solutions Data Mart

• Moving data into the Data Mart.
• Diagnosing errors.
• Validation.

Making Data Available to SAS Data Integration Studio

• Defining the source metadata.

Adding a New Dimension Type

Adding New Dimensional Data

• Loading the StageFM tables.
• Loading the custom property tables.
• Moving the dimension data into the Data Mart.
• Adding the CUSTOMER dimension.

Loading Simple Exchange Rates into a SAS Financial Management Exchange Rate Set

• Currency conversion in SAS Financial Management.
• Loading exchange rate data into StageFM tables.
• Loading exchange rates into the Data Mart.

Loading Base Accounting Data

• Preparing the customer data.
• Loading base accounting data.
• Data validation.

Loading Driver Rates

• Introduction to driver rates.
• Loading driver rate data into StageFM tables.
• Loading driver rates into the Data Mart.

Loading Cell Visibility Rules for a Model

• Creating visibility rules.
• Loading and testing visibility rules.

Loading Data Validation Rules

Exporting Dimensions

Managing Data Locales

Creating a Stored Process

• Overview of stored processes.
• Creating and running a stored process.