SAS® ADD-IN FOR MICROSOFT OFFICE AND
SAS® FINANCIAL MANAGEMENT
DEBBIE THOMPSON, GLOBAL REPORTING, SAS
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AGENDA SAS® AMO AND SAS® FM
•
Our Story
• What is AMO?
• Examples
• Summary
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SAS® AMO AND SAS® FM
OUR STORY
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
SAS® FM
consolidation &
reporting.

Questions arise.

Analysts get answers
in a variety of ways
which may include:
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Relying on others
Ad-hoc / Nonautomated processes
Inconsistent
approaches by analyst
Monthly copy/paste &
typing exercises
All of the above
Repeat
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
Our Story – Typical Monthly Processes
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SAS® FM consolidation & reporting.
• Questions arise that may require getting answers from
people/systems/data outside of SAS® FM.
• The process of getting the answers may include:
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Asking the organization/people responsible.
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50% DIY: Asking someone for data so we can figure out the answers.
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Relying on others’ availability
Potential for inconsistency by country analyst
Exports to Excel
Copy & pasting or typing into SAS/FM workbooks.
100% DIY: Querying & analyzing data yourself to get the answers.
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Relying on others’ availability
Data/Volume/Security limitations
Potential for inconsistency by country analyst.
Exports to Excel
Copy & paste into SAS/FM workbooks
All of the above
SAS® AMO & SAS® FM
OUR STORY
Constantly
examining
processes
Typical
Monthly
Processes
SAS® AMO
Demo
for
efficiency &
consistency
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Ideas!
SAS®
AMO & FM
Revenue
Analysis,
IMRB,..
More
Efficient
Processes
Spengler: I have a radical idea.
If the door swings both ways, we
could reverse the particle flow
through the gate.
Venkman: How?
Spengler: We'll cross the streams.
Venkman: Excuse me, you said
crossing the streams was bad.
Stanz: Cross the streams...
Venkman: You're gonna endanger
us, …
Spengler: Not necessarily. There's
definitely a very slim chance we'll
survive. [team ponders]
Venkman: I love this plan! I'm
excited to be a part of it.
Let's do it!
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CROSSING THE STREAMS
Ghostbusters (1984)
SAS® AMO AND SAS® FM
WHAT IS AMO?
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SAS® AMO & FM WHAT IS SAS® AMO?
The SAS® Add-In
for Microsoft Office (AMO)
provides transparent access
to the power of SAS
for data access, reporting and
analytics directly from Microsoft
Office via integrated menus and
toolbars. Users can access the
power of SAS from Excel,
PowerPoint, Word, and Outlook
email (new in SAS 4.3).
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
• Makes consistent data from multiple
sources easily available.
• Access to SAS from within MS Office.
• Surfaces results directly into Excel
(i.e. SAS® FM workbooks).
ENABLING
SAS® AMO
SAS® FM 5.3
SAS® AMO ships with it.
Previous FM releases
SAS® AMO may have to
be downloaded
separately.
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From the Developer tab, choose COM Add-Ins.
Then check SAS Add-In for Microsoft Office to enable.
SAS® AMO
ACCESSING DATA
•
Access to SAS
data (Views, 3rd
party data, etc.)
• Surface & embed
the detailed data
or summary pivot
tables.
• Secure data
access
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SAS® AMO
CREATING A QUERY OR
REPORT
Choose Filter & Sort
3 Tabs:
• Variables
• Filter
• Sort
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SAS® AMO
REFRESHING AMO DATA
AND REPORTS
Data / Pivot is now
embedded in sheet.
To refresh either:
• Click on each
table to activate.
then click Refresh
• Manage Content.
• Set up option to
refresh upon
opening
spreadsheet.
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
SAS® AMO OUR EXPERIENCE
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AMO Setup – Quick & Easy.
Secure SAS libraries and custom views set up by country/region.
Integrated AMO data and pivots into our FM Monthly Report Books.
We now have all global Finance Managers and Analysts across all countries
doing this each month themselves.
Remember … the old process would have been they go to their contracts
manager to get revenue details (summarized or not). Once summarized &
analyzed, the information was typed into the workbooks.
Benefits: Seamless integration, self-sufficient, and efficient.
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SAS® AMO AND SAS® FM
EXAMPLES
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EXAMPLE 1 REVENUE ANALYSIS
Challenge – Quick, consistent, and self-sufficient revenue analysis yielding
informative answers to the reasons behind YTD revenue growth or decline.
 SAS has customers in 135 countries totaling more than 65,000 sites installations.
 SAS Global Finance takes advantage of SAS® FM for consistent consolidation and
reporting.
 Monthly Report Books require meaningful explanations behind the YTD Variance of each
account in the P&L (by organization).
× However the process to identify the reasons behind a country’s YTD revenue growth
and/or decline varied greatly by country and analyst.
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× The data needed for
this analysis is not
part of our SAS® FM
data mart.
× Web-based query
tools are available, but
have limitations (data,
volume, security,
expertise).
× Maintenance
increased (with files in
disparate locations
across SAS).
× More expertise, time,
and effort required.
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
× However the process to identify the reasons behind a
country’s YTD revenue growth and/or decline varied
greatly by country and analyst.
EXAMPLE 1 CHALLENGE – MONTHLY REPORTING & ANALYSIS CYCLES
REVISED
Challenge 1 – Revenue Analysis: Self-sufficient, quick, and consistent revenue analysis yielding
informative answers to the reasons behind YTD revenue growth or decline.
Challenge 2– Seamless integration between SAS® FM report books and the analysis required to
provide informative answers to the reasons behind YTD revenue growth or decline.
SAS Finance Analysts needed a comprehensive ‘Integrated Monthly Report Book’ that combines the
monthly SAS® FM reporting with ‘other’ data and/or analysis from outside of SAS® FM (all into the same
report book); thereby enabling analysts to consistently and accurately produce their financial reports …. all
in one location and in a timely and efficient manner.
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
SAS® AMO & FM
EXAMPLE 1
IMRB – TSR
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IMRB is 16 tabs
SAS® FM 5.3
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FM Read Only
Linked Slicers
FM Comments
SAS® AMO
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YTD Revenue
Summary by
Country, industry,
company,
In local currency
(any currency)
Drill to details
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INTEGRATED MONTHLY REPORT BOOK (IMRB)
SAS® AMO & FM
EXAMPLE 2
IMRB – VIEW VS. PIPELINE
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IMRB is 16 tabs
SAS® FM 5.3
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FM Read Only
Linked Slicers
FM Comments
SAS® AMO
•
•
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YTD Pipeline
Summary by
Country, Status.
In local currency
(any currency)
Drill to details
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SAS® AMO & FM
EXAMPLE 3
IMRB – CANCELLATIONS
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IMRB is 16 tabs
SAS® FM 5.3
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FM Read Only
Linked Slicers
FM Comments
SAS® AMO
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Custom Query
Window &
Dropdown lists
Cancellations by
Country
In local currency
(any currency)
Drill to details
C op yr i g h t © 2 0 1 3 , S A S I n s t i t u t e I n c . A l l r i g h t s r es er v e d .
SAS® AMO & FM
EXAMPLE 4
REVENUE FORECASTS
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SAS® FM 5.3
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SAS® Forecast
Studio (FS) 4.3
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Reads Actuals
from FM
hierarchical
forecasting.
SAS® AMO
•
•
CDA’s provide
View & Actuals by
org & currency
Surfaces SAS®
FS data.
Excel graphs
•
FM & FS data
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FORECAST SERVER EXAMPLE
FUTURE IDEAS
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• SAS® AMO Edit – write back to AMO data source
• SAS® FM Forms – write back to FM via forms
based on data surfaced via AMO.
SAS® AMO AND SAS® FM
SUMMARY
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SAS® AMO AND FM BENEFITS
•
Taking advantage of Add-In for Microsoft Office (AMO) while in SAS/FM allows us to cross different streams
of data across the SAS enterprise (or outside the enterprise).
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Benefits of AMO and SAS FM:
SAS® AMO is available with SAS® FM (Note ~ AMO Setup is FM version dependent).
Same interface - SAS/FM and AMO can surface data via MS Excel.
Integrates different data streams into FM Workbooks.
• Seamless access to different SAS data sources across the enterprise (Financial, Revenue, Customer,
Cancellation, HR Data, etc.).
Integrate different reports: Both FM-powered reports and AMO-powered reports can co-exist in the same
workbook and/or spreadsheet.
AMO-powered data, reports, and pivot tables are refreshed easily:
• There is no need to rebuild queries to refresh the data.
• Just click Refresh (or automate upon opening the workbook). The new data will automatically load.
• Helps eliminate tedious work: Exports, copy & paste exercises, typing, file maintenance, etc. each month
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THANK YOU
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