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FA104: AEF: Customised Reporting

Duration of course:  1 day

Important note: This course contributes to AEF Base Certification

Reporting is a central part of front-, middle- and backoffice work. This course introduces the XML - XSLT (eXtensible Markup Language - eXstensible Stylesheet Language Transformations) reporting framework which is the foundation for all reports in Front Arena.

Basic reporting

This section covers basic day to day usage of the reporting functionality included in Front Arena. It includes introduction, demonstration and exercises of the following:

-         Producing a portfolio report

-         High-lighting differences between these reports and ASQL based reports

-         Scheduling batch reports on the ATS

-         Understanding the report pipeline

o       Overview of the reporting script structure

o       XML's role in the reporting

o       XSLT transforms for multiple output formats

-         Exercises:

o       Create reports from PRIME with different data formats including HTML, text and PDF

Customising reporting

In the second part of the course we cover how to customise the existing reports. This requires a more in-depth understanding of the used technologies. It includes:

-         Introduction to XML, XSLT, CSS
Covers the basics of XSLT needed for understanding the report templates and making changes to them

-         Exercise on creating customized versions of templates

 

Goal of the course

 After the course attendees should:

-         Have a solid understanding of what the Reporting framework encompasses and how it is structured

-         Be able to produce and schedule the standard reports

-         Be able to make customised versions of the existing reports

 

Target audience

Front-, middle- and backoffice personnel working with reporting.

Participants must be employed by a Customer of SunGard Front Arena or an Authorised Front Arena Partner.

Required knowledge level

 Users should be familiar with:

-         Basic usage of Front Arena

-         Basic usage of the Trading Manager

 

Course availability

Course catalogue: Front Arena

Starts Ends Course title Course code City Price
(EUR)
10 Sep 2010 
09:00 
10 Sep 2010 
17:00 
AEF: Customised Reporting   SU-FA104  Stockholm  625 
22 Oct 2010 
09:00 
22 Oct 2010 
17:00 
AEF: Customised Reporting   SU-FA104  Zürich  820 
12 Nov 2010 
09:00 
12 Nov 2010 
17:00 
AEF: Customised Reporting   SU-FA104  London  820 
19 Nov 2010 
09:00 
19 Nov 2010 
17:00 
AEF: Customised Reporting   SU-FA104  Stockholm  625 
10 Dec 2010 
09:00 
10 Dec 2010 
17:00 
AEF: Customised Reporting   SU-FA104  Frankfurt  625 
Listed 5 matching course events

Course registration

Full course schedule