
Classroom Training
This (half day) instructor-led course delivers a comprehensive summary of the platform’s operational procedures for the configuration, execution and the results analysis of any regulatory product, use of proprietary ControllerView objects. Starting with a top-down approach, this course encompasses essential business functionalities.
Participants learn the process flow for a regulatory product and gain the ability to execute general business-as-usual activities specific to their reporting process.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
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This (half day) instructor-led course delivers a comprehensive summary of the platform’s operational procedures for the configuration, execution and the results analysis of any regulatory product, use of proprietary ControllerView objects. Starting with a top-down approach, this course encompasses essential business functionalities.
Participants learn the process flow for a regulatory product and gain the ability to execute general business-as-usual activities specific to their reporting process.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course Information
Course Location
Virtual Classroom
Course Duration
4 Half-Days
Course level
Business User/ Analyst/ QA
Pre-Requisite:
Getting Started
Course Dates
Q2' 2025
22 - 25 April, 2025
Q3' 2025
05 - 08 August, 2025
Q4' 2025
14 - 17 October, 2025
Topics Include
Module 1: Introduction
► User Process Overview
► Regulatory Filing Cycle
► Product Types
Module 6: Business Rules in ControllerView
► Shorthands Overview
► Validating Shorthands
Module 2: ControllerView Workflows
► Understanding Workflows
► Input Files for Data Source Loading
► Hands-on Exercise: Workflow Execution & Resulting Files
Module 7: Working with Source Data
► Data Model Overview
► Data Source Overview
► Adjusting Source Data
► Hands-on Exercise: Data Filtering, Using View Settings, Source Data Adjustments & Exporting Results
Module 3: Viewing Reporting Data
► Report Types
► Report Drilldown
► Reportability Rules & Edit Checks
► Sign-off in the Viewer
► Hands-on Exercise:
- FreeForm Report Topside Adjustments & Compare Instance
- Use Tabular Report Viewer & Generate Output Files
Module 8: Sign-off Dashboard
► Sign-off in ControllerView
► Approving or Rejecting a Data Set
► Viewing an Instance
► Hands-on Exercise: Object Instance Sign-off, Using Sign-off Dashboard
Module 4: Aggregation
► Aggregation Data Slicing
► Aggregation Charts
► Hands-on Exercise: Using Aggregation Viewer, Drill-Down & Instance Comparison
Module 9: Common Functionality
► Field Finder & View Reset
► Exporting & Copying Data
► Favorites/Favorites Dashboard
► Hands-on Exercise: Using Favorites Dashboard
Module 5: Portfolio
► Understanding Portfolio Structure
► Viewing Portfolio Results
► Searching Portfolio Results
► Hands-on Exercise: Using Portfolio Viewer, Switching Input Models & Creating Favorites
Client Testimonials
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