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Cognos Controller Training

Cognos Controller Training


Cognos Controller Training is designed to teach application developers how to set up a controller application and effectively use controller in their organization consolidation process. Participates will also design and generate financial reports using controller and set up a controller application by creating the necessary structures , then test the application to ensure that it works properly.

Participates will also learn how to work with currency translation, allocations, inter company transactions, investments in the subsidiaries, advanced formula calculations, and user-defined business rules, as well as define the configuration settings and user access to the application. Cognos controller training is intended for Application Developers with basic knowledge of group accounting.  



  • Atattendee should have a basic knowledge of Group Accounting

Cognos Controller Online Training Course Content:

Introduction to the Cognos Controller Training
  • Review the Cognos Performance Management (PM) solution & the role of IBM Cognos Controller in the PM
  • Examine the IBM Cognos Controller components
  • Examine the structures used in a Controller application
  • Log on to a Controller application & set personal options
Set Up the Companies
  • Examine the importance of company structures in the Controller application
  • Create & link companies
  • Specify ownership relations between companies
  • Verify the company structure
Set Up the Accounts
  • Examine the importance of account structures in a Controller application
  • Create & link accounts
  • Maintain an account structure
  • Verify the account structure
Configure the Application
  • Examine the general configuration settings for a Controller application
  • Examine actualities for Cognos Controller training 
  • Identify the three types of actualities
  • Configure a Controller application
Enable Data Entry & Data Transfer
  • List different ways to enter data into Controller
  • Examine forms
  • Create forms & 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 the movement accounts to track changes over time
  • Examine the workflow process to create the movement accounts
  • Enable & create movement accounts
  • Prepare movement accounts for data entry
  • Enhance Data Analysis
  • Enhance data analysis by using the extended dimensions
  • Enable & define extended dimensions
  • Generate reports for the extended dimensions
  • Prepare accounts for the extended dimensions
  • Add extended dimensions to forms
  • Verify extended dimensions, accounts, & forms
Customize the Data Entry View
  • Customize the data entry view
  • Define & group the items you want to restrict
  • Generate reports for linked structures
  • Define & Schedule the Data Entry Process
  • Examine the data entry process
  • Enable & define report occasions for data entry
  • Examine different ways of making periods read-only
  • Test the Application Setup
Test structures of Cognos Controller Training
  • Manually enter data into the Controller application
  • Reconcile data
  • Examine the status of data
  • Track changes to the metadata
  • Adjust Data Through Journal Entries
  • Identify the workflow process to set up consolidation of reported values
  • Identify how to the make adjustments to data on a company level
  • Define & connect a journal type & a closing version
  • Enter data into company journals
  • Copy company journals
  • Run reports on the company journals
Enter data into group journals
  • Convert the Foreign Currency
  • Identify the workflow process for the converting the foreign currencies
  • Examine foreign currency conversion
  • Prepare the application with the rules for currency conversion
  • Define the base currency & activate currency codes
  • Enter currency rates for a period
  • Convert foreign currency
  • Run reports & analyze currency converted data
Enable Automatic Journal Entries
  • Identify the workflow process for enabling the automatic journal entries
  • Plan the use of automatic journals
  • Identify the predefined automatic journal types
  • Define a contribution version & connect automatic journal types
  • Activate a predefined automatic journal
  • Identify how to use the control tables
  • Allocate Data in Cognos Controller training 
  • Describe the purpose of allocations
Allocate by a fixed proportion
  • Allocate based on the proportion values in a different account
  • Eliminate the Intercompany Balances
  • Identify the workflow process for reconciliation & elimination of intercompany balances
  • Define intercompany accounts & enter period data
  • Define rules to control reconciliation & elimination of intercompany balances
  • Run & analyze reconciliation reports
  • Eliminate intercompany balances & verify postings
  • Enter Shareholdings & Investments
  • Identify the workflow process for entering shareholdings & investments
  • Prepare the application with necessary settings for entering shareholdings & investments
Enter shareholdings & investments data
  • Reconcile shareholdings & investments data
  • Calculate Acquisition Values of Cognos Controller training 
  • Identify the workflow process for calculating acquisition values
  • Define control tables for the automatic journals
  • Configure a start period
  • Eliminate acquisition values & 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 & analyze reports on consolidation
  • Review the status of the group’s data
  • Apply Security
  • Examine the IBM Cognos security architecture
  • Define security restrictions to the different parts of the application
  • Define security restrictions for the users
  • Run reports on applied security
  • Track changes to metadata
  • Examine options that can be personalized
  • Configure the local preferences
Eliminate the Intercompany Profit
  • Identify the workflow process for reconciliation & elimination of intercompany profit
  • Define intercompany profit accounts & enter period data
  • Define rules to control reconciliation & elimination of intercompany profit
  • Run & analyze reconciliation reports for Cognos Controller training 
  • Eliminate the intercompany profit & verify postings
  • Create Complex Stored Calculations
  • Create the advanced formula calculations
  • Customize the Consolidation Process with the User-Defined Business Rules (UDBRs)
  • Customize consolidation rules for the customers using user-defined business rules
  • Create & validate a user-defined business rule (UDBR) script
  • Define, map, & run a UDBR job
Group companies into subsets
  • Use subsets in the UDBRs
  • Introduction to the Reporting with Cognos Controller training
  • Explore report types & the role of dimensions in reports
  • Run a report based on a data entry form