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SAS Financial Management - Financial Reporting

( Duration: 3 Days )

This SAS Financial Management: Financial Reporting training course provides an overview of SAS Financial Management and its workspaces. You learn how to create and publish financial reports that comply with regulatory requirements. You also learn how to analyze financial results using real-time information and on-demand consolidations.

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

  • Automate core financial computations, including intercompany eliminations, manual and rule-based journal adjustments, and currency translation adjustment
  • Update and maintain dimensions
  • Perform cycle and period workspace tasks
  • Work with multiple exchange rates
  • Build and use models
  • Create, share, and enhance financial reports
  • Build formulas
  • Create a framework for building and managing business processes.

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

  • Anyone who is responsible for performing consolidations, generating reports, and analyzing results

COURSE AGENDA

1

Sas financial management overview

  • Sas financial management interfaces - an overview
  • Sas data flow architecture
2

An introduction to the sas financial management web application

  • An introduction to the sas financial management web applications
3

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

  • Sas financial management add-in for microsoft excel
4

An introduction to sas financial management studio

  • Introduction to sas financial management studio
5

Security

  • Sas management console: groups, roles, and capabilities
  • Sas financial management studio: setting security
6

Understanding sas financial management dimensions

  • Understanding dimensions
  • Sas financial management dimensions
7

The dimensions workspace

  • An overview of the dimensions workspace
  • Member custom properties
  • Data locales and calendar templates
8

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
9

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
10

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
11

Cycles and the periods workspace

  • An overview of cycles and the periods workspace
12

The models workspace

  • An introduction to models
  • Model tasks
13

Exchange rates in the rates workspace

  • Exchange rates: an overview
  • Working with exchange rate sets and exchange rates
14

Driver rates in the rates workspace

  • Driver rates: an overview
  • Working with driver rate sets and driver rates
15

An overview of formula types and formulas

  • Overview of formula types
  • Optimizing formula performance
16

Model manual adjustments and adjustment rules

  • Overview of the model adjustment process
  • Manual adjustments
  • Adjustment rules
17

Built-in computations

  • Built-in computations: an overview
  • Elimination adjustments
  • Account types and frequency conversion
  • Currency conversion
  • Retained earnings (re)
  • Cumulative translation adjustment (cta)
18

Process management

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

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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