Course 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