• phone icon +44 7459 302492 email message icon info@uplatz.com
  • Register
0- - 0
Job Meter = High

SAS Financial Management: Reporting and Planning Fast Track

30 Hours
Online Instructor-led Training
USD 2800
SAS Financial Management: Reporting and Planning Fast Track course and certification
318 Learners

About this Course

SAS Financial Management is a comprehensive solution for enterprise planning, budgeting, consolidation, and reporting. This course provides a review of SAS Financial Management and its interfaces, including SAS Financial Management Studio, SAS Financial Management Add-In for Microsoft Excel, and SAS Financial Management web applications. You learn how to create and publish financial reports that comply with regulatory requirements and to analyze financial results using real-time information and on-demand consolidation. You also 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 SAS Financial Management dimensions.
  • Perform cycle workspace tasks.
  • Work with multiple exchange rates.
  • Build and use models.
  • Automate core financial computations, including intercompany eliminations, manual and rule-based journal adjustments, and currency translation adjustment.
  • Create and access shared reports.
  • Build formulas.
  • Create a framework for building and managing business processes.
  • 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.
  • Manage different workflows.
  • Create a framework for building and managing business processes.
Target Audience

Anyone who is responsible for performing consolidations, generating reports, analyzing results, and creating financial budgets and forecasts

SAS Financial Management: Reporting and Planning Fast Track

Course Details & Curriculum
SAS Financial Management Overview
  • SAS Financial Management overview.
  • SAS data flow architecture.
  • FASHBI case study.
An Introduction to the SAS Financial Management Web Application
  • 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
  • Introduction to SAS Financial Management Studio.
  • 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.
Required Dimension Types
  • Account dimension type.
  • Organization and Trader dimension types.
  • Analysis dimension type.
  • Currency dimension type.
  • Time and Frequency dimension types.
  • Source dimension type.
Working with Read-Only Tables
  • SAS Financial Management Add-In for Microsoft Excel.
  • Creating and publishing a read-only table.
  • Changing the layout of a table.
  • Table properties.
  • Other table options.
Working with Cell Data Access (CDA) Tables
  • Overview of cell data access (CDA) tables.
  • Building an initial CDA table.
  • Designing a report with a CDA table.
Cycles and the Periods Workspace
  • Overview of cycles and the Periods workspace.
The Models Workspace
  • Introduction to models.
  • Model tasks.
Exchange Rates in the Rates Workspace
  • Exchange rates: an overview.
  • Working with exchange rate sets and exchange rates.
Model Manual Adjustments and Adjustment Rules
  • Overview of the model adjustment process.
  • Manual adjustments.
  • Adjustment rules.
Built-In Computations
  • Built-in computations: an overview.
  • Elimination adjustments.
  • Account types and frequency conversion.
  • Currency conversion.
  • Retained earnings (RE).
  • Cumulative translation adjustment (CTA).
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.
  • Allow 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 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.
An Overview of Formula Types and Formulas
  • Overview of formula types.
  • Optimizing formula performance.
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.
Process Management
  • About process management.
  • Creating a process definition.
  • Starting a process.

Didn't find what you are looking for?  Contact Us