AxiomSL Learning Services

    Nasdaq AxiomSL® Learning

    ControllerView User Training

    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

    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

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