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

Course Details
Code: FMFT55
Tuition (USD): $3,250.00 • Classroom (5 days)

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.

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.
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