Define Personal Defaults - the Default Codes (1) Tab

You can use this tab to enter the settings you want to use when working in IBM® Cognos Controller.

These settings are displayed as default each time you start an Cognos Controller session. If you change any of the suggested values during the Cognos Controller session, the last used value will be displayed as default until you either exit the program or change the value once more.

Procedure

  1. On the Maintain menu, click User/Personal Defaults. The Personal Defaults window opens.
  2. On tab Default Codes, enter information in each text box:
    • Actuality
    • Period
    • Forecast Actuality: The forecast actuality that you want to use as default when you start Cognos Controller. Forecast actualities are used in the IBM Cognos® Controller Link for Microsoft Excel.
    • Currency Type
    • Consolidation Type: This is only relevant for Consolidation sites.
    • Multi Company Currency
    • Group
    • Company
    • Extended Dim 1
    • Extended Dim 2
    • Extended Dim 3
    • Extended Dim 4
    • Closing Version
    • Contribution Version

    This information will be displayed as default each time you enter Cognos Controller.

  3. Click Save and then open the Layout tab.

Results

  • The text boxes Actuality and Period are mandatory, while the Consolidation Type text box is only relevant for consolidating sites.
  • While working in Cognos Controller, the last used settings, instead of the default settings, will be displayed when you open another window.