Cognos Controller Online Training
Introduction
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.
Prerequisties
- Basic knowledge of group accounting
Course Content
1. Introduction to IBM Cognos Controller
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- Describe the purpose of allocations
- Allocate by a fixed proportion
- Allocate based on proportion values in a different account
15. Eliminate Intercompany Balances
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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)
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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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