SAS Financial Management


SAS Financial Management is one of the wide ranging solutions Provider for business Process planning, consolidation, budgeting, and duly reporting. This program incorporates a proprietary calculation engine and accounting logic.

Training Objectives of SAS Financial Management:

SAS Financial Management is the Advanced Comprehensive solution for enterprise planning Process, budgeting, consolidation and reporting. Using proprietary calculation engine and accounting logic, this remarkable solution consolidates the planning or historical information on demand, ensures that the latest information is always available for decision makers and regulatory agencies.

Target Students / Prerequisites:

Students must be belonging Technical Background and familiar with concepts in Accounting and Financials.

SAS Financial Management Overview

  • SAS Financial Management: an overview
  • SAS Data Flow Architecture
  • FASHBI case study

Exploring the Workspaces of SAS Financial Management Studio

  • getting started in SAS Financial Management Studio

The Dimensions Workspace

  • understanding dimensions and dimension types
  • working with dimension hierarchies and members
  • performing Dimension workspace tasks

The Cycles Workspace

  • Understanding cycles
  • performing Cycle workspace tasks

The Rates Workspace

  • working with exchange rates
  • working with rates

The Models Workspace

  • Introduction to the Models workspace
  • building models
  • model tasks

Generating OLAP Reports in SAS Financial Management

  • reporting using the SAS Financial Management Add-In
  • creating and sharing reports
  • enhancing reports and using advanced features
  • formatting tables

Advanced Reporting in SAS Financial Management

  • overview of cell data access (CDA) reports
  • building a CDA report
  • using CDA functions

Financial Intelligence in SAS Financial Management

  • understanding account behaviors
  • cumulative translation adjustment (CTA) and retained earnings

The Forms Workspace and Planning Process

  • creating form sets in the Forms workspace
  • creating a form template in Excel
  • entering and reviewing data as part of a bottom-up workflow
  • entering data as part of a top-down workflow


  • overview of formula types
  • optimizing performance
  • building formulas

SAS Information Delivery Portal

  • working in the SAS Information Delivery Portal


  • groups and roles
  • SAS Management Console
  • setting security in SAS Financial Management Studio