Functional Foundations Training

This type of training is designed to teach users about the core components of the ControllerView® platform. Users learn about each stage in the reporting process using the ControllerView® components and configuration techniques that are employed in real implementations. The course covers the features that are commonly utilized by functional, business and IT personnel and others involved in implementation and configuration.

The training will be a virtual instructor led training and each attendee will be provided with access to unique instance of AxiomSL Virtual Training environment.

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

Course date

04 - 08 December, 2023

Course location

Virtual Classroom

Course fee

USD 3,750 (excl. Taxes)

Course level

IT Ops/ Support/ System Admin

Prerequisites:

Getting Started

Topics Include

Module 1: ControllerView® Introduction

► Overview
► Common Functionality
► Hands-On Exercise: Project Setup

Module 2: Data Sourcing & Data Modeling

► Data Source Introduction & Setup
► Loader Scenarios
► Data Model Introduction & Setup
► Hands-On Exercise: Data Sourcing

Module 3: Visual Business Rules

► Shorthands Setup & Configuration Specifics
► Condition Types
► Shorthands with Multiple Input Models
► Testing Business Rule Configuration
► Hands-On Exercise: Shorthand Configuration

Module 4: Data Organization & Enrichment

► Portfolio Introduction & Configuration
► Adding Business Requirements to a Node
► Portfolio Execution & Viewing Results
► Aggregation Introduction & Configuration
► Dimension & Measures
► Field Mapping Requirements
► Additional Calculation Features
► Hands-On Exercise: Portfolio & Aggregation Configuration
► Aggregation Data Analysis

Module 5: Controller View® Reports

► FreeForm Report Setup & Input Model Assignment
► FreeForm Report Formulas & Errors
► FreeForm Report Output & Drill-Down
► Hands-On Exercises:

FreeForm Report Configuration
Report Output Setup
FreeForm Report Execution

► Tabular Report Configuration
► Setting up Tabular Report Output

Module 6: Automation

► Workflow Configuration
► Workflow Parameters
► Workflow Logs
► Hands-On Exercise:

Adding Workflow Modules
Setting Up Execution Flow & Parameters

“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