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SAS Financial Management - Financial Planning

( Duration: 3 Days )

This SAS Financial Management: Financial Planning training course provides an overview of SAS Financial Management and its workspaces. You will learn to develop operational plans, generate financial forecasts, and create financial budgets using SAS Financial Management.

By attending SAS Financial Management: Financial Planning workshop, delegates will learn to:

  • Create financial and operational form sets
  • Manage the planning cycle, including the creation, tracking, and deployment of budgets and forecasts

The SAS Financial Management: Financial Planning class is ideal for:

  • Anyone who is responsible for creating financial budgets, forecasts, and operational plans

COURSE AGENDA

1

Sas financial management overview

  • Exploring sas financial management interfaces and products
  • Sas data flow architecture
2

An introduction to the sas financial management web application

  • Introducing sas financial management web applications
  • Working with the sas finanicial managment web applications
  • Accessing reports and forms
3

An introduction to the sas financial management add-in for microsoft excel

  • Working with the sas finanicial management add-in for microsoft excel
  • Working with an existing read-only report
4

An introduction to sas financial management studio

  • Exploring cycles and workspaces in sas financial management studio
5

Security

  • Groups, roles, and capabilities
  • Setting security in sas management console
  • Setting security in sas financial management studio
  • Denying a user access to a dimension member
6

Understanding sas financial management dimensions

  • Understanding dimensions
  • Understanding the role of dimensions and dimension members in a report
  • Identifying the model, dimensions, and dimension hierarchies that a table accesses or displays
7

The dimensions workspace

  • An overview of the dimensions workspace
  • Viewing dimensions, hierarchies, and members
8

The forms workspace - form sets, forms, and form templates

  • An overview of the 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
9

Designing data entry forms

  • Creating a basic form template
  • Member selection rules and writable descendants
  • Cell protection rules
  • Floating time member rules
  • Allowing data entry at parent members
  • Automatic allocation
  • Supplemental schedules
  • Functional currency and frequency members
10

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
11

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
  • Entering data into forms, submitting forms for approval, and approving submitted forms
  • Completing the planning process
12

Top-down workflow - overview

  • A review of the top-down workflow method
13

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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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