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 September, 2023
Course location
Virtual Classroom
Course fee
USD 4,500
Course level
IT Ops/ Support/ System Admin
Prerequisites:
Getting Started
Topics Include
Module 1: Introduction
► Implementation Landscape
► ControllerView Development Lifecycle
Module 2: Automation
► Workflow Overview
► Setting up Execution Flow
► Workflow & Object Logs
Module 3: Data Sourcing
► Data Source Introduction
► Data Source Setup
► Loader Actions & Data Integrity
► File Folders & File Browser
Module 4: Data Modeling
► Data Model Introduction
► Data Model Node Hierarchy
► Configuring Joins
► Data Model Viewer
Module 5: Visual Business Rules
► Introduction to Shorthands
► Shorthand Condition Types
► Testing Business Rule Configuration
Module 6: Portfolio
► Introduction to Portfolio
► Portfolio Design & Configuration
► Navigating Portfolio
► Portfolio Structure
Module 7: Aggregation
► Introduction to Aggregation
► Filed Types
► Filed Mappings
► Additional Calculation Features
Module 8: Free Form Reports
► Free Form Report Introduction
► Free Form Report Setup
► Free Form Report Errors
► Free Form Report Output
► Drill Down
Module 9: Tabular Reports
► Introduction to Tabular Reports
► Tabular Report Setup
► Executing Tabular Reports
► Viewing Tabular Reports
Module 10: Basic Project Maintenance
► Source and Model Instance Management
► Remapping Branch Dependencies
► Copying Instances
Module 11: Basic Troubleshooting
► Object Revalidation and Instance Rebuilding
► Understanding System Errors
► Basic Issue Debugging
Module 12: Onboarding Product Releases
► Downloading Releases
► Object Migration - Import/Export
Module 13: Common Functionality
► Instance Selection Calendar
► Task & Lock Management
► Object History & Rollback
Module 14: Best Practices
► Object Naming Convention
► Object Notes vs 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 ‘’