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