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Budgeting and Planning



Delivery: every course can be offered as Live or Remote event. Due to Covid-19 emergency most of the delivery will be done remotely, please contact your local training manager for confirmation.
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:
    • Query Management
    • Data Processing Management
    • Spreading and Break back
  3. Assets depreciation tool
  4. Closing & Allocation Process Overview:
    • Rules Structure
    • Allocation Rules and details
    • How to set an Execution Plan and to start data processing
    • C&A Specific Reporting tool
  5. Calculation logics:
    • Standard calculation
    • MDX-like calculation scripting language (TGKML)
    • Forecast Models
    • Rolling Forecast
    • Snapshot Scenarios
    • Monthly Splitting
  6. Tips & Techniques and Best Practices

Inquire Now

Please fill in the following form to contact the local Academy team who will give you the necessary information to finalize the registration for the selected training course.

Pricing


PersonsCCH Tagetik OfficeOn-site
1 1.000€
2 2.000€
3 3.000€
4 4.000€
5 5.000€ 5.000€
6 6.000€ 6.000€
7 7.000€ 7.000€
8 8.000€ 8.000€
9 9.000€ 9.000€
10 10.000€ 10.000€