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IBM Cognos Controller

The IBM Cognos Controller - Developer training course provides skills to set up a Controller application and effectively use Controller in your organization's consolidation process. You will also design and generate financial reports using Controller. Through hands-on exercises, you will set up a Controller application by creating the necessary structures (such as accounts and companies), and then test the application to ensure that it works properly. You will also learn how to work with currency conversion, intercompany transactions, and investments in subsidiaries, as well as define configuration settings and user access to the application.

The IBM Cognos Controller - Author Reports training course is designed to teach authors, with basic knowledge of group accounting and Microsoft Excel, how to design and generate financial reports using IBM Cognos Controller.

Basic knowledge of databases
Basic knowledge of networking
Basic knowledge of group accounting
Basic knowledge of Microsoft Excel

The IBM Cognos Controller - Developer workshop is intended for Application Developers (typically people with a financial or accounting background).

The IBM Cognos Controller - Author Reports workshop is intended for authors.

COURSE AGENDA

IBM Cognos Controller - Developer

(Duration : 5 Days)

Introduction to IBM Cognos Controller

Review the Cognos Performance Management (PM) solution and 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

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 Cognos security architecture
Identify the workflow process for applying security
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

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

IBM Cognos Controller - Author Reports

(Duration : 1 Day)

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

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