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.

Dostępne formaty	Długość
e-szkolenie:	21 godziny/180 dzień licencja

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