Budgeting and Planning

Duration: 2 days
Audience: Administrator, Implementers IT Professional
Prerequisites: Data Model, Output Reporting, Data Collection, Database file management, basic SQL Scripting Language (recommended)

Objectives: This training course covers the skills necessary to follow the full budgeting process: from data loading, to customization of specific calculation logics through the implementation of advanced calculations (MDX- like). The course will also provide the ability to implement Profitability model leveraging the CCH® Tagetik built-in Allocation Engine. In addition, all skills necessary to create advanced and powerful Excel forms are included.

Topics:

1. Budgeting Process setup
2. Advanced Reporting tools:
1. a. Query Management
2. b. Data Processing Management
3. c. Check expressions
4. d. Spreading and Break back
3. Assets depreciation tool
4. Closing & Allocation Process Overview:
1. a. Rules Structure
2. b. Allocation Rules and details
3. c. How to set an Execution Plan and to start data processing
4. d. C&A Specific Reporting tool
5. Calculation logics:
1. a. Standard calculation
2. b. MDX-like calculation scripting language (TGKML)
3. c. Forecast Models
4. d. Rolling Forecast
5. e. Snapshot Scenarios
6. f. Monthly Splitting
6. Tips & Techniques and Best Practices

PRICING AND REGISTRATION
If you are interested in arranging a customized training program, would like to discuss organizing an in-house training session or if you have any other CCH Tagetik education-related questions, please call us at our offices or send a request using the form below.