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EncartaLabs

IBM Cognos Disclosure Management

( Duration: 3 Days )

This IBM Cognos Disclosure Management training course is designed to teach accounting professionals to create, manage, and administer financial reports and workflows. Through hands-on exercises, you will create and generate a report and configure the CDM application. Dashboards, views, and the yearly rollover are also covered.

  • Strong understanding of financial accounting concepts
  • Experience using the Windows operating system and a Web browser

This IBM Cognos Disclosure Management workshop is for individuals working in the Office of Finance, who need to create, manage, and administer financial reports and workflows that are created with Cognos Disclosure Management.

COURSE AGENDA

1

Introduction to IBM Cognos Disclosure Management

  • Describe IBM Cognos Disclosure Management (CDM)
  • Identify the functionality of CDM
  • Create a CDM report
2

Create and Edit Objects

  • create an object hierarchy
  • populate objects with data
  • import and export objects
  • configure settings from the object tree
  • add a shared object
3

Add Content to Objects

  • create data source connections and data source queries
  • add content to Microsoft Excel objects
  • describe and create variables
  • add content to PowerPoint objects
4

Generate the Report

  • generate an entire report
  • generate selected objects
  • create a snapshot
5

Perform Additional Configuration

  • configure workflow templates
  • create custom groups
  • create checklists
6

Use Views

  • view reference variables
  • describe the progress report
  • use the audit trail
  • view orphan variables, user workflow assignments, and snapshots
7

Perform Rollover and Cascade

  • roll a report forward
  • cascade a report
  • push down objects from source reports to cascaded reports
8

Create Dashboards

  • view fixed dashboards
  • create custom dashboards
9

Administer Security

  • describe role-based entitlements and group functionality
  • add application users and groups
  • associate users to groups
  • configure application and report permissions
  • view object check-in and check-out status
  • define an import source and import users and groups

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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