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


Who should attend

This intermediate course is intended for Administrators.


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.



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


  • 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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