SAS Financial Management is a comprehensive solution for enterprise planning, budgeting, consolidation, and reporting. This course provides an overview of SAS Financial Management and its workspaces. You learn how to develop and manage operational plans, generate financial forecasts, and create financial budgets. This self-study course includes structured course notes that provide a detailed overview, essential skills, and exercises, along with a software Virtual Lab to practice.

The e-learning includes:

• digital course notes for self-study
• Virtual Lab: 30 hours of hands-on software practice

Learn how to

• 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
• create and access shared reports
• manage different workflows
• create a framework for building and managing business processes.

Who should attend Anyone who is responsible for creating financial budgets, forecasts, and operational plans Formats available Duration
: 21 hours/180 day license

There are no prerequisites for this course.

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

FMPLAN55.