IBM Cognos Controller: Develop Applications (v10.2)

This course teaches application developers how to set up a Controller application and effectively use Controller in their organization’s consolidation process. Students will also design and generate financial reports using Controller. Through a series of lectures and hands-on exercises, students 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. Students will also learn how to work with currency translation, allocations, intercompany transactions, investments in subsidiaries, advanced formula calculations, and user-defined business rules, as well as define configuration settings and user access to the application.

1. Create companies, consolidation types, and account structures
2. Create and organize forms for entering data into the Controller application
3. Generate movement accounts to show changes to data over time
4. Create extended dimensions to enhance data analysis
5. Link structures to customize end users’ access to Controller data
6. Define and schedule the data entry process
7. Test the Controller application setup
8. Adjust data through journal entries
9. Translate foreign currencies
10. Enable automatically created journal entries
11. Allocate values
12. Reconcile and eliminate intercompany transactions
13. Work with shareholdings and investments in group companies
14. Calculate and eliminate acquisition values
15. Consolidate a group’s reported values
16. Define security restrictions to different parts of the application
17. Eliminate intercompany profit
18. Create complex stored calculations
19. Customize the consolidation process using user-defined business rules (UDBRs)
20. Create ad hoc reports to quickly analyze and compare figures
21. Run standard reports to verify and analyze data for consolidation
22. Create custom reports using the Report Generator
23. Create, modify, and run reports in Excel using the Excel Link
24. Run multiple reports simultaneously by grouping reports into report books
25. Identify different consolidation models (Optional)