ControllerView V10 Platform Training
This course offers comprehensive platform training aimed at empowering users with essential skills and knowledge for enhanced productivity and effectiveness in working with ControllerView version 10. It caters to both beginners and existing users, providing tailored training to meet specific needs and ensure a seamless learning experience.
The course aims to empower users with foundational knowledge of the ControllerView platform, covering its project landscapes, object configuration, and report generation.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course date
23 - 27 September, 2024
Course location
London
User role
All Users
Prerequisites:
Familiarity with RDBMS concepts, ability to understand SQL queries for data retrieval, manipulation, and basic joins, familiarity with MS Excel formulas is preferred, but not required.
Topics Include
Module 1: Introduction to ControllerView
► Why ControllerView?
► ControllerView Overview
► Delivery Framework
► Key Terms
Module 2: ControllerView Framework
► Projects, Branches, Dependencies
► Regulatory Project Architecture
► ControllerView Objects Overview
Module 3: ControllerView Workspace
► Logging into ControllerView
► Navigation for Projects & Branches
► Home Pages
► Editors, Workflows & Viewers
Module 4: Product Lifecycle
► Product Releases
► Code Changes & Testing
► Data Controls
Module 5: Common Functionality
► Filtering Data
► Exporting Data
► Object History & Rollback
Module 6: Data Sourcing
► Loader Scenarios
► Executing Source Data Load Tasks
Module 7: Data Modeling
► Data Model Node Hierarchy
► Instance Key in Data Models
Module 8: Business Rules & Calendar
► Shorthand Configuration
► Multiple Input Models
► Testing Business Rule Configuration
► Calendar Overview
Module 9: Portfolio
► Portfolio Result & Control Objects
► Data Flow in the Portfolio
Module 10: Aggregation
► Field Mapping Requirements
► Viewing an Aggregation Results
► Data Flow & Custom Drilldown
Module 11: FreeForm Report
► FreeForm Report Setup
► FreeForm Report Formulas
► FreeForm Report Errors
Module 12: Tabular Report
► Tabular Report Setup
► Executing a Tabular Report
► Tabular Report Resulting Files
Module 13: Workflows
► Workflow Configuration
► Workflow Parameters
► Workflow & Object Logs
Module 14: Basic Project Maintenance
► Source Instance Management
► Model Instance Management
► Creating New Branch Sets
Module 15: Basic Troubleshooting
► Object Revalidation & Instance Rebuilding
► Common Updates Requiring Revalidation
► Understanding Workflow Errors
► Troubleshooting & Issue Debugging
► Bulk Utility Log Errors
Module 16: Best Practices
► Object Naming Convention
► Object Notes
► Object Comments
► Testing Techniques
“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.”
“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.”
“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 ‘’