Jest nowa wersja tego szkolenia. Zobacz na SAS Financial Management: Financial Planning.
Kurs obejmuje przegląd przez rozwiązanie SAS Financial Management oraz jego przestrzeń roboczą. Uczestnicy nauczą się jak tworzyć plany operacyjne.
Kto powinien uczestniczyć
Osoby odpowiedzialne za tworzenie budżetów finansowych, prognoz i planów operacyjnych.
Brak formalnych wymagań do uczestnictwa w szkoleniu.
SAS Financial Management Overview- SAS Financial Management: an overview
- 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- an 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
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- a review of top-down workflows
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
Process Management- about process management
- creating a process definition
- starting a process