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.

• 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.

• SAS Financial Management overview.
• SAS data flow architecture.
• FASHBI case study.

• Introduction to the SAS Financial Management web applications.

• SAS Financial Management Add-In for Microsoft Excel.

• Introduction to SAS Financial Management Studio.

• SAS Management Console: groups, roles, and capabilities.
• SAS Financial Management Studio: setting security.

• Understanding dimensions.
• SAS Financial Management dimensions.

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

• Account dimension type.
• Organization and Trader dimension types.
• Analysis dimension type.
• Currency dimension type.
• Time and Frequency dimension types.
• Source dimension type.

• 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.

• Overview of cell data access (CDA) tables.
• Building an initial CDA table.
• Designing a report with a CDA table.

• Overview of cycles and the Periods workspace.

• Introduction to models.
• Model tasks.

• Exchange rates: an overview.
• Working with exchange rate sets and exchange rates.

• Overview of the model adjustment process.
• Manual adjustments.
• Adjustment rules.

• Built-in computations: an overview.
• Elimination adjustments.
• Account types and frequency conversion.
• Currency conversion.
• Retained earnings (RE).
• Cumulative translation adjustment (CTA).

• 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.

• 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.

• 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.
• 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.

• Review of top-down workflows.

• Overview of formula types.
• Optimizing formula performance.

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

• About process management.
• Creating a process definition.
• Starting a process.