Platform Foundations Training
This 5-day instructor-led course explores the ControllerView project landscape and introduces object configuration and report generation. It also covers release onboarding and fundamental troubleshooting, commonplace functionalities, recommended practices, and various types and approaches to testing.
Participants learn to adapt a standard Software Development Life Cycle (SDLC) to ControllerView implementations, carry out configuration and unit testing tasks in accordance with the pre-established design.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course date
18 - 22 November, 2024
Course location
Virtual Classroom
User role
Developer/IT Support/QA
Prerequisites:
Getting Started
Topics Include
Module 1: Introduction
► CV Development Lifecycle
► Implementation Landscape
► Hands-on Exercise: Create Project & Branch
Module 2: Workflows
► Workflow Configuration
► Workflow Parameters
► Workflow & Object Logs
► Hands-on Exercise: Create a Workflow
Module 3: Data Sourcing
► Data Source Setup
► Loader Scenarios
► Executing Source Data Load Tasks
► Hands-on Exercise: Configure & Load a Data Source
Module 4: Data Modeling
► Data Model Node Hierarchy
► Instance Key in Data Models
► Hands-on Exercise: Create & Configure a Data Model
Module 5: Business Rules & Calendar
► Shorthand Configuration
► Multiple Input Models
► Testing Business Rule Configuration
► Calendar Overview
► Hands-on Exercise: Create a Shorthand
Module 6: Portfolio
► Portfolio Design & Structure
► Portfolio Result & Control Objects
► Data Flow in the Portfolio
► Hands-on Exercise: Create & Configure Multiple Portfolios
Module 7: Aggregation
► Introduction to Aggregations
► Field Mapping Requirements
► Viewing Aggregation Results
► Data Flow & Custom Drilldown
► Hands-on Exercise: Create & Configure an Aggregation
Module 8: Free Form Reports
► FreeForm Report Setup
► FreeForm Report Formulas
► FreeForm Report Errors
► Hands-on Exercise: Import Report Template & Configure the Report
Module 9: Tabular Reports
► Tabular Report Setup
► Executing a Tabular Report
► Tabular Report Resulting Files
► Hands-on Exercise: Create & Configure a New Report
Module 10: Basic Project Maintenance
► Source Instance Management
► Model Instance Management
► Creating New Branch Sets
Module 11: Basic Troubleshooting
► Object Revalidation and Instance Rebuilding
► Common Updates Requiring Revalidation
► Understanding Workflow Errors
► Troubleshooting & Issue Debugging
► Bulk Utility Log Errors
Module 12: Onboarding Product Releases
► Downloading Releases
► Code Onboarding
► Object Migration
Module 13: Common Functionality
► Instance Selection Calendar
► Filtering Data
► Exporting Data
► Object History & Rollback
Module 14: 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 ‘’