CCH Tagetik Financial Modeling and Reporting

Course Description

Learn the basics of the Financial workspace data model and its data entry and reporting features.

Course Objective

This training course introduces the use of Financial workspace, the specific features of the system dimension, the basics of financial data collection tools and how to design reports and data entry forms to collect financial data.

Agenda

• Introduction to Financial Workspace
• Overview of built-in data processing
• FW Data model features
  • Tables
  • Accounts and signs
  • Period length
  • Variation and details    
• FW Data collection tools
  • Predefined ETL
  • Financial workspace mapping
• Output Reporting
  • Financial statements templates and KPI
• Data entry forms
  • In local currency
  • In transactional currency
  • With control groups
• Drill down
• Data Submission