Introduction to IBM Cognos

Controller

IBM Cognos Controller 10.2

© Copyright IBM Corporation 2015

Course materials may not be reproduced in whole or in part without the written permission of IBM.
Unit objectives
• Review the IBM Cognos Performance Management (PM) solution and
the role of IBM Cognos Controller in PM
• Examine IBM Cognos 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

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Examine Performance Management (PM)
• Good decisions are the building blocks of great business performance.
• The PM system from IBM integrates software, services, best practices,
and partners.
• The result is a common understanding and accountable actions based
on answers to your performance management questions:
 How are we doing?
 Why?
 What should we be doing?

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Examine the IBM Cognos solution
• Use IBM Cognos Controller to enter, consolidate, and analyze your
financial data, regardless of the complexity of your organization.
• Use IBM Cognos BI tools (such as Report Studio) to create
sophisticated reports and queries based on Controller data.
• You can populate an IBM Cognos TM1 application and use it as a
source for BI reports.

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Examine IBM Cognos Controller
• With IBM Cognos Controller, you can:
 secure a single, accurate view of key corporate information.
 shorten consolidation, close, and financial reporting cycles.
 support better planning and forecasting.

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Examine IBM Cognos Controller components
• When working with IBM Cognos Controller, you make use of these
components:
 IBM Cognos Controller (main application)
 IBM Cognos Controller Excel Link
 IBM Cognos Controller Configuration (to make changes in the application
installation)

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

 Use an IBM Cognos Controller application
• You gather financial information within your organization by manually
entering data, as well as by importing it from other systems.
• You can then generate and distribute sophisticated management
reports that are based on consolidated data in the system.

Financial Systems PDF HTML

Input
Controller Application
Output
Text files (IBM DB2, Microsoft SQL Microsoft Excel
Server or
Manual data entry E-mail
Oracle database)

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Set up a Controller application: workflow

Set Up Companies

Set Up Accounts

Configure the Application

Create Forms

Create Movement Accounts

Create Extended Dimensions

Link the Structures

Define Submissions and Lock Periods

Test the Application Setup

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Examine a Controller application: characteristics

1. Company Structures 4. Additional Configuration

• Period
LE OP • Actuality
• Currency
C1 BU1 BU2 • Closing Version
C5

C3 C4 C1 C3 C2 C4 5. Data Input/Import
LE S3 AC1512 LC REPO
Account Text Value
LE S2 AC1512 LC REPO
2. Group Accounts 3. Extended Dimensions 1000
Account
AAAAAAAAA
Text Value
100
LE S11100
AC1512BBBBBBBBB
LC REPO 200
Account Text Dimension Text 1000 AAAAAAAAA 100
1200
Account CCCCCCCCCValue 300
Text
1000 AAAAAAAAA Dim. 1 XXXXX 1100 BBBBBBBBB 200
1000 AAAAAAAAA 100
1100 BBBBBBBBB Dim. 2 YYYYY 1200 CCCCCCCCC 300
1100 BBBBBBBBB 200
1200 CCCCCCCCC Dim. 3 ZZZZZ 1200 CCCCCCCCC 300
1300 DDDDDDDD
1400 EEEEEEEEE
1500 FFFFFFFFFF
1600 GGGGGGGG 6. Reports (Data Output)
Account Text Value and %
1000 AAAAAAAAA 100 33.33%
1100 BBBBBBBBB 200 66.67%
1200 CCCCCCCCC 300 100.00%

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Log on to a Controller application
• To work with the functionalities of the Controller application, you must
log on to a database.
• When you log on, you must specify the actuality and time period that
you want to work with, or accept the default values from your previous
log on.

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Set personal defaults
• At any time when you are working with IBM Cognos Controller, you
can modify your personal default settings.
• For example, you can specify:
 the actuality and time period that you want to use
 whether to use the local language or the group language
 the information that you want to appear in reports by default
 the visual theme you want to use

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Specify a Controller workflow
• If you are an infrequent or novice user of Controller, you may want to
display a workflow as a background.
• You can use the workflow to guide you through the tasks involved in
administering your Controller application.

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

Demonstration 1
• Log on to a Controller database and specify personal defaults

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015

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

Introduction to IBM Cognos Controller © Copyright IBM Corporation 2015