Cognos Finance 7.4 Application Administration SPVC

Plan for Implementation

• Define Cognos Finance
• Describe the process of setting up and maintaining a system
• Identify user requirements for a new system
• Plan system dimensions
• Build an efficient system

Create a System

• Determine the directory structure
• Define data dimensions
• Add dimension items and set options
• Save time by using templates and importing files
• Add depth to your data by using calculations

Populate the System

• Convert external source data to Cognos Finance format
• Save time by using control files and libraries
• Modify source data by using map files
• Resolve processing errors
• Populate the Cognos Finance database
• Generate values for calculated items
• Verify raw data
• Populate common accounts

Apply Security

• Use Access Manager to apply security
• Manage user classes in Cognos Finance
• Give access to activities
• Restrict data access
• Share security information

Enhance the System

• Perform currency translation
• Allocate amounts
• Eliminate intercompany transactions
• Create customized system calculations

Manage Cognos Finance Data

• Zero out data in a submission
• Populate submissions quickly
• Combine data to populate a submission
• Force the database to calculate
• Prepare for a new month and fiscal year

Administer the System

• Back up and restore the system
• Delete data items
• Control user access
• Recalculate the database
• Check, repair, and compress the database
• Update the system remotely
• Share item definitions, calculations, and data

Case Study

• Create and populate a system
• Apply security
• Perform submission rollups
• Transfer data
• Eliminate intercompany transactions
• Perform allocations
• Convert currency

Consolidate Data (Optional)

• Define consolidation and what consolidation tables do
• Describe the consolidation types supported in Cognos Finance
• Examine how to create a consolidation table

Integrate with Cognos 8 Planning and Cognos 8 BI (Optional)

• Examine how to integrate Cognos Finance within a Cognos 8 Planning environment
• Examine how to integrate Cognos Finance within a Cognos 8 Business Intelligence (BI) environment