Budgeting and Planning

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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)

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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.

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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