SAS Financial Intelligence. What s new. Copyright 2006, SAS Institute Inc. All rights reserved.

SAS Financial Intelligence What s new Copyright 2006, SAS Institute Inc. All rights reserved.

SAS Strategic Performance Management Gokhan Sevik Product Manager SAS EMEA Copyright 2006, SAS Institute Inc. All rights reserved.

Performance Management Core Components How does SAS Strategic Performance Management fit in? Implement Business Logic, Processes and Rules Align Strategy, Objectives, Actions and Plans Understand and control cause and effect relationships Access, integrate, cleanse and between drivers and consolidate relevant Data measures Report Actuals Display KPI s in structured, hierarchical views ( Dashboards ) Use predictive business insights and simulation methods Create structured, repeatable and adaptable improvement processes Optimize the business operations by understanding which measures drive the business Copyright 2006, SAS Institute Inc. All rights reserved. 3

SAS Strategic Performance Management The Key to Successful Strategy Communication Strategy Maps Dynamic graphic views describing strategy and displaying performance Dashboards Performance Indicators shown as sliders, dials etc. Scorecards Hierarchical views of performance measurements, goals, programs, mission, vision Copyright 2006, SAS Institute Inc. All rights reserved. 4

SAS Strategic Performance Management Part of SAS 9 Solutions Platform Financial Management, Human Capital Management Security Element/Row Level 100% Web Application Dynamic Data Display Ranges, Thresholds, Formulas Time Aware Common Time Dimension Hierarchies for all Solutions MS Office Integration Copyright 2006, SAS Institute Inc. All rights reserved. 5

SAS Strategic Performance Management Integration with SAS Enterprise BI Server Web-based report viewing Web-based advanced data exploration Microsoft Integration Web-based report building Query and analysis Guided analysis Copyright 2006, SAS Institute Inc. All rights reserved. 6

SAS Strategic Performance Management Predictive Analytics High Performance Forecasting Correlation Analysis Regression Analysis Advanced Statistics Copyright 2006, SAS Institute Inc. All rights reserved. 7

What s new in SPM 2.2? Software Package SAS 9.1.3 Service Pack 4 Synchronized release with EBI Key Features in SPM 2.2 Enhanced Portal Integration Improved Web Data Entry Audit Trail Performance Enhancements Copyright 2006, SAS Institute Inc. All rights reserved. 8

Enhanced Portal Integration Users can now display SPM tables, associations views and diagrams in the SAS Portal in addition to dashboard graphs. Copyright 2006, SAS Institute Inc. All rights reserved. 9

Portal Integration Copyright 2006, SAS Institute Inc. All rights reserved. 10

Portal Integration Copyright 2006, SAS Institute Inc. All rights reserved. 11

Improved Web Data Entry SPM can be set to store all WDE data in a temporary holding area. Modeler can review, load or delete the data to the SPM database. SPM will calculate the model upon completion of the load process. Copyright 2006, SAS Institute Inc. All rights reserved. 12

Web Data Entry Copyright 2006, SAS Institute Inc. All rights reserved. 13

Audit Trail SPM 2.2 provides a usage tracking capability to verify and log accesses to Scorecards and their contents. Information stored in database table to be easily analyzed. Copyright 2006, SAS Institute Inc. All rights reserved. 14

Improved Integration with other products It will be possible to define links to SAS Web OLAP Viewer and Web Report Studio from Metric Values. Copyright 2006, SAS Institute Inc. All rights reserved. 15

Performance Enhancements Number of Scorecards/KPIs, Number of Users, Formula Calculations. Copyright 2006, SAS Institute Inc. All rights reserved. 16

Installation Install on top of existing EBI Server SP4 only Web Report Studio Setup Web OLAP Viewer Setup Information Maps Backup, Restore and Migration Tools (BRM) Copyright 2006, SAS Institute Inc. All rights reserved. 17

Industry Scorecards Banking Insurance Manufacturing Retail Telecommunications Copyright 2006, SAS Institute Inc. All rights reserved. 18

SAS Financial Management Claude Salmona Ricci Product Manager SAS EMEA Copyright 2006, SAS Institute Inc. All rights reserved.

SAS Financial Management Supports the automation of tactical activities and let s the Finance Department focus on strategic and analytic work adding value to the business. Integrated solution for: Consolidation & Reporting Budgeting, planning and forecasting Copyright 2006, SAS Institute Inc. All rights reserved. 20

SAS FM 4.2 Release Objectives Generally available from April 26 th Round up major development cycle Improve performance Add new features Copyright 2006, SAS Institute Inc. All rights reserved. 21

Improved Performance ETL speed for loading facts Memory usage enhancements Compress out duplicate facts from in memory storage Query Performance in general about 5 10 times faster Prates and complex rates are free Formula Enhancements Copyright 2006, SAS Institute Inc. All rights reserved. 22

Formula Enhancements: Scoping Copyright 2006, SAS Institute Inc. All rights reserved. 23

Formula Enhancements: Relative Addressing Functions Parent Ancestor Property FirstChild / LastChild FirstSibling / LastSibling IsCurrent Copyright 2006, SAS Institute Inc. All rights reserved. 24

FM 4.2: Selected New Features Model status YTD & PTD data entry in forms Data entry validation Linked navigation/slicers Copyright 2006, SAS Institute Inc. All rights reserved. 25

Model Status Copyright 2006, SAS Institute Inc. All rights reserved. 26

YTD & PTD data entry in forms In addition to the PA frequency, facts can be entered in a Form utilizing YTD and PTD frequencies Example: The same data has been entered below in YTD and PTD frequencies: Copyright 2006, SAS Institute Inc. All rights reserved. 27

Data entry validation The addition of APIs that invoke custom prewritten SAS jobs to scan and validate data on a cell-by-cell basis. Copyright 2006, SAS Institute Inc. All rights reserved. 28

Linked navigation/slicers The ability to utilize cell references for slicers on data entry and read only tables Copyright 2006, SAS Institute Inc. All rights reserved. 29

FM 4.2: Selected New Features Improvements to Member Labels dialog Exclude virtual children from Member Selection dialog Drag & drop editing of hierarchies Subset slicers based on security Copyright 2006, SAS Institute Inc. All rights reserved. 30

Subset slicers based on security Slicers are positioned to the first member that the user has read access to view The slicer selection panel will only display members that the user has access to view Copyright 2006, SAS Institute Inc. All rights reserved. 31

Subset slicers based on security, cont. User JDOE is responsible for Products B & C in the following Product structure: Total Products Product A Product B Product C When JDOE open his Form he will see the following: Copyright 2006, SAS Institute Inc. All rights reserved. 32

Subset slicers based on security, cont. When User JDOE clicks on his Product slicer, the following members are available to select and view: Copyright 2006, SAS Institute Inc. All rights reserved. 33

SAS ABM Doug Squibb ABM Program Manager Copyright 2006, SAS Institute Inc. All rights reserved.

SAS Activity Based Management Key Features in ABM 6.3 SPM Integration SAS 9 Reporting Integration Usability Enhancements Database Independence Copyright 2006, SAS Institute Inc. All rights reserved. 35

Integrate With SAS SPM / FM SPM: Present ABM numeric properties & attributes as metrics in SPM Identify & manage performance measures in ABM Create and publish SPM Metric Tables from ABM Copyright 2006, SAS Institute Inc. All rights reserved. 36

Configuring SPM Integration Model Properties Identify location of SPM server and choose dimension method for selecting ABM metrics Copyright 2006, SAS Institute Inc. All rights reserved. 37

Identifying Performance Measures Account Properties Manually select one or more properties or attributes as performance measures New Staging Table Identify account properties or attributes as performance measures via import Copyright 2006, SAS Institute Inc. All rights reserved. 38

Performance Measures Page Publish option connects to SPM server and writes metric tables View all performance measures from a single model on one screen. Copyright 2006, SAS Institute Inc. All rights reserved. 39

Integrate with SAS 9 Reporting Create Open, Safe Data Access Method Account / Assignment Views Fact Table Views Dimension Table Views Integrate with SAS Management Console Register Metadata in SMC Create Information Maps Integrate SAS.NET OLAP Viewer Copyright 2006, SAS Institute Inc. All rights reserved. 40

Integrate with SAS 9 Reporting SAS Management Console Integration: One-time SMC configuration Calculate dialog option to register metadata Automatic Information Map creation Integration of SAS BI Server Calculate model, open WRS and GO! 9.1.4 will also support information map use in the Add In for Microsoft Office and Enterprise Guide Copyright 2006, SAS Institute Inc. All rights reserved. 41

ABM : Activity Driver Information Map Relationship Map Information Map Info Map Edits: 1 Field Name Alias 2 Joins Across Multiple Tables 3 Formulas Driver Rate 4 Filter - Module Name Information maps allow you to surface relevant slices of your warehouse in an understandable manner. Copyright 2006, SAS Institute Inc. All rights reserved. 42

Business users access information maps from SAS web-based reporting tools SAS Web Report Studio SAS Information Delivery Portal Copyright 2006, SAS Institute Inc. All rights reserved. 43

Portal View ABM Content Copyright 2006, SAS Institute Inc. All rights reserved. 44

Integrate SAS.NET OLAP Viewer Removed Existing Viewer From OLAP Tab Replaced with SAS.NET OLAP Viewer Enhanced usability More graph features Easier to localize & support Consistent with EG 3.0 Copyright 2006, SAS Institute Inc. All rights reserved. 45

Copyright 2006, SAS Institute Inc. All rights reserved. 46

Copyright 2006, SAS Institute Inc. All rights reserved. 47

Modeling Usability Enhancements Find / Account Search Copy Period/Scenario wizard Default Column Layouts (portable!) Control of the cube definition Copyright 2006, SAS Institute Inc. All rights reserved. 48

Modeling Usability Enhancements Find Allow users to find dimension members in a deep hierarchy without having to scroll Useful in many places in modeling UI, first to be implemented will be in New Account Wizard Copyright 2006, SAS Institute Inc. All rights reserved. 49

Account Search Toolbar and Menu options for initiating an account search Copyright 2006, SAS Institute Inc. All rights reserved. 50

Database Independence Rewrite of the data tier to support (theoretically) any SQL based database 1 st Qualified Database: Oracle Version 9i on Windows ABM 6.3.1 to support Oracle 10g and other platforms (Solaris, AIX, HPUX) Future alternatives include DB2, MySQl, SAS Table Services MS SQL2005 currently being tested Copyright 2006, SAS Institute Inc. All rights reserved. 51

Stability As of release 6.1, ABM has been a very solid product and 6.3 is continuing the tradition. An internal Beta has been in the field for about 4 weeks without any serious problems reported Nice touch - new diagnostics to help installers Copyright 2006, SAS Institute Inc. All rights reserved. 52

Copyright 2006, SAS Institute Inc. All rights reserved. Questions?

Copyright 2006, SAS Institute Inc. All rights reserved. 54