CONTROLLERVIEW USER TRAINING

This (half day) instructor-led course delivers a comprehensive summary of the platform’s operational procedures for the configuration, execution and the results analysis of any regulatory product, use of proprietary ControllerView objects. Starting with a top-down approach, this course encompasses essential business functionalities.

Participants learn the process flow for a regulatory product and gain the ability to execute general business-as-usual activities specific to their reporting process.

For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com

Course date

05 - 08 February, 2024

Course location

Virtual Classroom

User role

Business User/ Analyst/ QA

Prerequisites:

Getting Started

Topics Include

Module 1: Introduction

► User Process Overview
► Regulatory Filing Cycle
► Product Types

Module 2: ControllerView Workflows

► Understanding Workflows
► Input Files for Data Source Loading
► Hands-on Exercise: Workflow Execution & Resulting Files

Module 3: Viewing Reporting Data

► Report Types
► Report Drilldown
► Reportability Rules & Edit Checks
► Sign-off in the Viewer
► Hands-on Exercise:
- FreeForm Report Topside Adjustments & Compare Instance
- Use Tabular Report Viewer & Generate Output Files

Module 4: Aggregation

► Aggregation Data Slicing
► Aggregation Charts
► Hands-on Exercise: Using Aggregation Viewer, Drill-Down & Instance Comparison

Module 5: Portfolio

► Understanding Portfolio Structure
► Viewing Portfolio Results
► Searching Portfolio Results
► Hands-on Exercise: Using Portfolio Viewer, Switching Input Models & Creating Favorites

Module 6: Business Rules in ControllerView

► Shorthands Overview
► Validating Shorthands

Module 7: Working with Source Data

► Data Model Overview
► Data Source Overview
► Adjusting Source Data
► Hands-on Exercise: Data Filtering, Using View Settings, Source Data Adjustments & Exporting Results

Module 8: Sign-off Dashboard

► Sign-off in ControllerView
► Approving or Rejecting a Data Set
► Viewing an Instance
► Hands-on Exercise: Object Instance Sign-off, Using Sign-off Dashboard

Module 9: Common Functionality

► Field Finder & View Reset
► Exporting & Copying Data
► Favorites/Favorites Dashboard
► Hands-on Exercise: Using Favorites Dashboard

“Despite having spent quite a few years as a Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Calypso module definitely provides a satisfactory roadmap.”

Samuel L.

Exadel Financial Services (formerly CPQi)

“What an amazing week it was! The course covered an introduction to Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Learning Services team for this opportunity and teaching me a lot of important things for my work routine.”

Marcelo Y.

Mark2Market (Qaracter)

“The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in Calypso. The quiz at the end of each day, was helpful to test our skills ‘’

ExpertEase Partners