Content
- Introduction to IBM Cognos Controller
- Review the Cognos Performance Management (PM) solution and the role of IBM Cognos Controller in PM
- Examine IBM Cognos Controller components
- Examine the structures used in a Controller application
- Examine the application setup workflow
- Log on to a Controller application and set personal options
- Set Up Companies
- Examine the importance of company structures in the Controller application
- Enable the currencies and countries to be used in the Controller application
- Create and link companies
- Specify ownership relations between companies
- Verify the company structure
- Set Up Accounts
- Examine the importance of account structures in a Controller application
- Create and link accounts
- Maintain an account structure
- Verify the account structure
- Configure the Application
- Examine general configuration settings for a Controller application
- Examine actualities
- Identify the three types of actualities
- Configure a Controller application
- Enable Data Entry and Data Transfer
- List different ways to enter data into Controller
- Examine forms
- Create forms and verify form structure
- Examine form sets
- Examine how to import data from an external system
- Create an import specification
- Import data from an external file
- Set Up Accounts to Show Changes over Time
- Use movement accounts to track changes over time
- Examine the workflow process to create movement accounts
- Enable and create movement accounts
- Prepare movement accounts for data entry
- Enhance Data Analysis
- Enhance data analysis by using extended dimensions
- Enable and define extended dimensions
- Generate reports for extended dimensions
- Prepare accounts for extended dimensions
- Add extended dimensions to forms
- Verify extended dimensions, accounts, and forms
- Customize the Data Entry View
- Customize the data entry view
- Define and group the items you want to restrict
- Generate reports for linked structures
- Define and Schedule the Data Entry Process
- Examine the data entry process
- Enable and define report occasions for data entry
- Examine different ways of making periods read-only
- Test the Application Setup
- Test structures
- Manually enter data into the Controller application
- Reconcile data
- Examine the status of data
- Track changes to metadata
- Adjust Data Through Journal Entries
- Identify the workflow process to set up consolidation of reported values
- Identify how to make adjustments to data on a company level
- Define and connect a journal type and a closing version
- Enter data into company journals
- Copy company journals
- Run reports on company journals
- Enter data into group journals
- Convert Foreign Currency
- Identify the workflow process for converting foreign currencies
- Examine foreign currency conversion
- Prepare the application with rules for currency conversion
- Define the base currency and activate currency codes
- Enter currency rates for a period
- Convert foreign currency
- Run reports and analyze currency converted data
- Enable Automatic Journal Entries
- Identify the workflow process for enabling automatic journal entries
- Plan the use of automatic journals
- Identify predefined automatic journal types
- Define a contribution version and connect automatic journal types
- Activate a predefined automatic journal
- Identify how to use control tables
- Allocate Data
- Describe the purpose of allocations
- Allocate by a fixed proportion
- Allocate based on proportion values in a different account
- Eliminate Intercompany Balances
- Identify the workflow process for reconciliation and elimination of intercompany balances
- Define intercompany accounts and enter period data
- Define rules to control reconciliation and elimination of intercompany balances
- Run and analyze reconciliation reports
- Eliminate intercompany balances and verify postings
- Enter Shareholdings and Investments
- Identify the workflow process for entering shareholdings and investments
- Prepare the application with necessary settings for entering shareholdings and investments
- Enter shareholdings and investments data
- Reconcile shareholdings and investments data
- Calculate Acquisition Values
- Identify the workflow process for calculating acquisition values
- Define control tables for automatic journals
- Configure a start period
- Eliminate acquisition values and verify postings
- Consolidate Group Values
- Identify the workflow process for consolidating the group's reported values
- Prepare the application for consolidation
- Consolidate the group's values manually
- Run and analyze reports on consolidation
- Review the status of the group's data
- Apply Security
- Examine the IBM Cognos security architecture
- Define security restrictions to different parts of the application
- Define security restrictions for users
- Run reports on applied security
- Track changes to metadata
- Examine options that can be personalized
- Configure local preferences
- Eliminate Intercompany Profit
- Identify the workflow process for reconciliation and elimination of intercompany profit
- Define intercompany profit accounts and enter period data
- Define rules to control reconciliation and elimination of intercompany profit
- Run and analyze reconciliation reports
- Eliminate intercompany profit and verify postings
- Create Complex Stored Calculations
- Identify the purpose of advanced formula calculations
- Identify built-in calculation operators and functions
- Create advanced formula calculations
- Customize the Consolidation Process with User-Defined Business Rules (UDBRs)
- Customize consolidation rules for customers using user-defined business rules
- Create and validate a user-defined business rule (UDBR) script
- Define, map, and run a UDBR job
- Group companies into subsets
- Use subsets in UDBRs
- Introduction to Reporting with IBM Cognos Controller
- Explore report types and the role of dimensions in reports
- Run a report based on a data entry form
- Create Ad Hoc Reports
- Create simple ad hoc reports
- Compare the data for multiple sets of dimensions
- Export an ad hoc report to an external application
- Verify and Analyze Data for Consolidation
- Examine the benefits of using standard reports in consolidation
- Select dimensions to run a simple trial balance
- Drill down on dimensions to view more details
- View the details behind a summary account using a ledger report
- Create Custom Reports
- Create advanced reports using the Report Generator
- Determine which dimensions to use when running a report
- Examine reporting options available with different dimensions
- Use Controller functions to build reports
- Report on Controller Data in Excel
- Connect Controller to Excel using the Excel Link
- Use the Report Generator to open and create reports in Excel
- Add Controller data to a spreadsheet
- Refresh workbooks to show the latest Controller data
- Examine exporting data from a workbook back to Controller
- Design efficient multi-page reports
- Run Groups of Reports
- Examine the purpose of using report books
- Create a report book
- Examine input selection values
- Examine report output options
- Run a report book