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IBM Cognos Express: Manage IBM Cognos Express (V9.0) SPVC

 

Who should attend

This intermediate course is intended for Administrators.

Prerequisites

You should have:

  • Knowledge of your organizations data and structure
  • Experience using the Windows operating system
  • Experience using a Web browser
  • Knowledge of your business requirements

Product Description

This is the self paced training version of IBM Cognos Express: Manage IBM Cognos Express (V9.0) classroom course. IBM Cognos Express: Manage IBM Cognos Express (V9.0) is a one-day, self paced course designed to teach new administrators the fundamental responsibilities of how to install, configure, and administer IBM Cognos Express products. Through hands-on exercises, you will set up and explore the environment, add data sources, add users, and secure business content.

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.

http://www.ibm.com/training/terms

Outline

Introduction to IBM Cognos 8 Controller 8.4

  • Review the Cognos Performance Management (PM) solution and role of IBM Cognos 8 Controller in PM
  • Examine IBM Cognos 8 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

Overview of IBM Cognos Express

  • Describe the components of the IBM Cognos Express solution
  • Discuss the capabilities of IBM Cognos Express
  • Examine the architecture

Install and Configure IBM Cognos Express

  • Prepare for the installation
  • Review the client and server install requirements
  • Install IBM Cognos Express Manager products
  • Examine the IBM Cognos Express Manager console
  • Change the configuration
  • Uninstall IBM Cognos Express

Administration

  • Administer the data
  • Add, delete, and publish data sources
  • Examine IBM Cognos Express security

Overview of Express Reporter, Express Advisor, and Express Xcelerator

  • Explore IBM Cognos Express Reporter
  • Explore IBM Cognos Express Advisor
  • Compare reporting and analysis
  • Explore IBM Cognos Express Xcelerator

IBM Cognos Connection: Manage Content Administer the Environment

  • Extend the administration capabilities in IBM Cognos Connection
  • View the administration portal
  • Add user roles
  • Add Active Directory users to the Express roles
  • Add data sources
  • Manage content in IBM Cognos Connection
  • Personalize the portal and organize content
  • Schedule and manage reports
  • Examine Drill-through capabilities
E-Learning IBM Self-Paced Virtual Class (SPVC)

Price on request

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