Cognos Controller Online Training

Cognos Controller Online Training



    IBM Cognos Controller: Develop Applications (V10.1) is an intermediate five-day instructor-led training course. It is designed to teach application developers how to set up a Controller application and effectively use Controller in their organization’s consolidation process.


    • Basic knowledge of group accounting

    Course Content

    1. 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

    2. 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

    3. 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

    4. Configure the Application

      • Examine general configuration settings for a Controller application
      • Examine actualities
      • Identify the three types of actualities
      • Configure a Controller application

    5. 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

    6.  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

    7. 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

    8. Customize the Data Entry View

      • Customize the data entry view
      • Define and group the items you want to restrict
      • Generate reports for linked structures

    9. 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

    10. Test the Application Setup

      • Test structures
      • Manually enter data into the Controller application
      • Reconcile data
      • Examine the status of data
      • Track changes to metadata

    11. 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

    12. 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

    13. 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

    14. Allocate Data

      • Describe the purpose of allocations
      • Allocate by a fixed proportion
      • Allocate based on proportion values in a different account

    15. 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

    16. 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

    17. 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

    18. 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

    19. 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

    20. 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

    21. Create Complex Stored Calculations

      • Identify the purpose of advanced formula calculations
      • Identify built-in calculation operators and functions
      • Create advanced formula calculations

    22. 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

    23. 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

    24. 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

    25. 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

    26. 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

    27. 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

    28. 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

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