Tagetik Training Courses that- empower
- educate
- motivate
- empower
- educate
- motivate
Our Certified Tagetik Training Courses are in modular form which can be bundled together to best suit the specific needs of your team. Our trainers are Tagetik implementation experts and continuously train themselves to deliver high quality training.
These courses are aimed at Tagetik administrators, super-users and users. Delegates will perform hands-on exercises throughout to consolidate their knowledge.
Choose from our Certified Tagetik Training Courses below:
Familiarisation
- Web client
- Excel client
Architecture
- Introduction to the repository database
- Introduction to the application database
- Building the data model
- Navigation
Users
- User creation
- User security and rights
ETL
- Pre-defined ETL
- Exporting and importing elements
Configuration
- Setup wizard
- Database
- Configuration rules
- Configuration logic
Data Model
- Periods
- Scenarios
- Currencies
- Entities
- Accounts
- Custom dimensions
- Aggregation structures
- Dimension restrictions
Other
- Workflow – how to change etc
- Process definition
- System generated reports
- ETL Overview
- Structure
- Extraction
- Transformation
- Loading
- How to use the Standard ETL Template
- How to import/export using Excel
- How to use the ETL to connect to an external database
- Reporting Add-Ins introduction
- Excel Add-Ins interface
- Reporting Dimensions
- Reporting Matrix
- Financial Statement Template (FST), KPI and Indices
- Multiple Templates Form
- Parameters
- Custom Parameters
- Reporting Best practices
- Formatting
- Data Entry Form Design
- Drill down
- Additional Reporting tools
- How to enhance and enrich a “standard” Data model with Consolidation-specific or Consolidation-related attributes
- How to create new Accounts and new Accounts relationships (Control Groups)
- How to create automated Elimination Logics for Intercompany, Dividends and Financial Investments
- How to setup Tagetik default Rules for Currency Conversion, Minorities Interests, calculation and Equity evaluation
- How to define and maintain FX rates and Ownership information
- How to define quality-compliance validation default Rules
- How to define a Consolidation Process, used both for data collection and for consolidation processing
- How to run all necessary Consolidation data processing and how to analyse the result of such processing
- How collected data is processed, and how the submission/approval process is managed via the workflow
- Budget process configuration
- Check expressions
- Forecast models
- Break back
- Spreading
- Allocations
- Snapshots
- Account calculations
- Data entry forms/models
- Tips & Techniques and Best Practices
In a period of intense change at our business, including a group-wide evolution in our financial consolidation and reporting capabilities, HAYNE supported the implementation of CCH Tagetik for both management and statutory reporting. The initial brief required the project team to move very quickly to implement a workable management reporting system to replace a creaking excel based process. HAYNE understood from the outset the need for a series of “quick wins” that we could then build out from, earning the support of the organisation and building credibility for the project along the way. Throughout the project we have been impressed by HAYNE’s flexibility, client service and the quality of the project resources that have been made available to us.