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. This course is focused around specific elements of the consolidation application (Financial Statements setup, Balance Sheet Continuity schedules, ...).

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

Important

• Registrations close 3 weeks prior to the starting date of the training
• The training has a minimum of 4 participants in total. You will be informed 3 weeks before the start of training if the required number of participants has been reached. Should it not be the case, we will contact you and re-schedule your training for the next date.

More information on our training courses on the CCH Tagetik platform can found here.

Check out our training calendar for exact dates or contact academy@element61.be