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

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