XBRL Training

This instructor-led course encompasses an exploration of the taxonomy-based (XBRL) project landscape and an introduction to XBRL object configuration and report generation, incorporating essential business functionalities and use cases.

Participants learn about each stage in the reporting process using the ControllerView components and configuration techniques that are employed in real implementations and gain an understanding of XBRL-based products and the ability to effectively maintain them.

For registration or enrollment details, please email: axiomsl.education@adenza.com

Course date

13 - 14 December, 2023

Course location

Virtual Classroom

Course fee

USD 2,000

Course level

IT Ops/ Support/ System Admin

Prerequisites:

Getting Started

Functional Foundations

Topics Include

Module 1: What is XBRL?

► Introduction
► XBRL Process Overview
► XBRL Instance
► XBRL Taxonomy

Module 2: Taxonomy in Regulator Terms

► Framework Overview
► Reporting Framework Walkthrough

Module 3: Taxonomy in ControllerView Terms

► Framework Implementation Overview
► Introduction to the Implementation Use Case

Module 4: Onboarding Taxonomy Releases

► Typical Taxonomy Updates
► Core and Reporting Module Zip Files
► Onboarding Releases

Module 5: Taxonomy Modules and Branches

► Dimensions, Hierarchies and Members
► Measures
► Reports
► Reporting Modules
► Validation Sets
► Taxonomy Settings: Instance Keys and Streams
► Tables Data Source
► Hypercubes Data Source
► Reverse Engineering Taxonomy Instance Data Model

Module 6: Taxonomy Mapping Branches

► Mapped Dimensions
► Mapped Measures
► Mapped Reports
► Mapped Reporting Modules
► Taxonomy Mapping Workflows
► Accessing Report Data
► Testing Tools

Module 7: Basic Issue Troubleshooting

► Common Errors
► Basic Debugging
► Working with Logs

“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 everybody from Adenza 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 Nima and Dominic 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