Cognos Finance 7.4 Authoring SPVC

Overview

• Describe Cognos Finance and how it benefits your organization
• Understand multidimensional reporting and analysis
• Identify the uses for the different reporting and input modules (Reporting, Input, Journal Entry, Batch Reporting, View-only Reporting, Web, and Excel using the Cognos Finance Add-In for Excel)

Create Reports and Input Forms in Windows

• Create basic reports and input forms in Windows
• Set preferences for reports and input forms
• Design the layout for a report or an input form
• Select data items for a report or an input form
• Populate a report and input form with data from the Cognos Finance system
• Add customized notes and information to a report or form in an instructions file
• Save reports and input forms

Input Data in Windows

• Enter data into the cells of an input form
• Cut, copy, and clear data
• Forecast data using the Forecast Wizard
• Paste and spread values across cells
• Budget account data by using employee and scratch pads
• Insert external data into an input form
• Post data to the system
• Save data for future posting

Analyze Your Data

• Perform what-if analysis
• Find and sort data items on a report or form
• Explore data using drill options
• Use attribute calculations to filter data on reports
• Create calculated data items and pages
• Calculate financial ratios
• Validate data using edit checks
• Perform variance analysis and exception reporting
• Present data graphically

Enhance Your Reports and Forms in Windows

• Create dynamic reports and forms by using pointer periods and submissions
• Select data items using libraries
• Add dependent data to reports and forms
• Add dynamic data by using text macros and report variables
• Create headers and footers for reports and input forms
• Format numbers on reports and input forms
• Modify how data is shown on reports and input forms

Integrate Cognos Finance With Excel

• Output a report or input form to Excel
• Change data in an exported workbook
• Post data to the system from Excel
• Create a workbook using Cognos Finance data
• Add Cognos Finance functions to a workbook
• Input data into a new workbook

Modify Reports and Forms on the Web

• List the benefits of Cognos Finance Web
• Open reports and forms on the Web
• View and input data in Cognos Finance Web
• Set data and formatting options in Cognos Finance Web
• Post data to the Cognos Finance system from the Web
• Export reports and forms to other formats

Distribute Reports and Forms

• Format reports and forms prior to distribution
• Print reports and forms
• Make reports available for view-only access
• Output reports and forms to different formats
• Prepare batch reports

Monitor the Process Using WorkFlow (Optional)

• Manage the budgeting process with WorkFlow

Create and Report on Adjustments (Optional)

• Update account totals by using journal entries
• Enter line items into journal entries
• Report on journal entry line items

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

Create Additional Reports (Optional)

• Use @CEL calculations in reports
• Create a rolling-period report