The future of IBM Maximo: Work Centers and Inspections Can Transform Your Business


SAS(R) Financial Management: Reporting and Planning Fast Track

  • Tuition USD $3,250
  • Reviews star_rate star_rate star_rate star_rate star_half 486 Ratings
  • Course Code FMFT55
  • Duration 5 days
  • Available Formats Classroom
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. Note that this course covers in five days the topics from the &fmfr and &fmfop courses.

The self-study e-learning includes:

  • Annotatable course notes in PDF format.
  • Virtual Lab time to practice.

Skills Gained

  • 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.

Who Can Benefit

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


  • There are no prerequisites for this course.

Course Details

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.

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.


Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

ExitCertified provided the participants with all the required information we needed to join the training one week in advance and ensured that we had all the required materials to make the experience as seamless as possible.

I would highly recommend this instructor. But would appreciate the Actual Slide material to refresh. Also exam prep doc would be an advantage

Well-executed course. I had to wait for the last minute to register for the course because of my org – their staff contacted me to ensure that I had a webcam and headset because they wouldn't be able to send me that in time for the start of class the next morning. They overnighted the webcam and headset and it arrived in the afternoon. It was not necessary but very much appreciated! The course was great and the instructor was a pro!

Very knowledgeable, and did a good job staying on pace. Was able to answer all questions posed.

Es recomendable, pero no puedo hablar sobre todos los cursos, solo el que tome que fue el de Spark trainning, en especifico ese curso, estuvo muy bueno, la verdad.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

Contact Us 1-800-803-3948
Contact Us Live Chat
FAQ Get immediate answers to our most frequently asked qestions. View FAQs arrow_forward