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Platform Foundations Training

Nasdaq AxiomSL® Education Services
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Classroom Training

This 5-day instructor-led course explores the ControllerView project landscape and introduces object configuration and report generation. It also covers release onboarding and fundamental troubleshooting, commonplace functionalities, recommended practices, and various types and approaches to testing.

Participants learn to adapt a standard Software Development Life Cycle (SDLC) to ControllerView implementations, carry out configuration and unit testing tasks in accordance with the pre-established design.

For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com

Course Information

Course Location

Virtual Classroom

Course Duration

5 Days

User Role

Developer/IT Support/QA

Pre-Requisite

Getting Started

Course Dates

Q3' 2026

17 - 21 August

Q4' 2026

16 - 20 November

Topics Include

Module 1: Introduction

  • CV Development Lifecycle
  • Implementation Landscape
  • Hands-on Exercise: Create Project & Branch

Module 2: Workflows

  • Workflow Configuration
  • Workflow Parameters
  • Workflow & Object Logs
  • Hands-on Exercise: Create a Workflow

Module 3: Data Sourcing

  • Data Source Setup
  • Loader Scenarios
  • Executing Source Data Load Tasks
  • Hands-on Exercise: Configure & Load a Data Source

Module 4: Data Modeling

  • Data Model Node Hierarchy
  • Instance Key in Data Models
  • Hands-on Exercise: Create & Configure a Data Model

Module 5: Business Rules & Calendar

  • Shorthand Configuration
  • Multiple Input Models
  • Testing Business Rule Configuration
  • Calendar Overview
  • Hands-on Exercise: Create a Shorthand

Module 6: Portfolio

  • Portfolio Design & Structure
  • Portfolio Result & Control Objects
  • Data Flow in the Portfolio
  • Hands-on Exercise: Create & Configure Multiple Portfolios

Module 7: Aggregation

  • Introduction to Aggregations
  • Field Mapping Requirements
  • Viewing Aggregation Results
  • Data Flow & Custom Drilldown
  • Hands-on Exercise: Create & Configure an Aggregation

Module 8: Free Form Reports

  • FreeForm Report Setup
  • FreeForm Report Formulas
  • FreeForm Report Errors
  • Hands-on Exercise: Import Report Template & Configure the Report

Module 9: Tabular Reports

  • Tabular Report Setup
  • Executing a Tabular Report
  • Tabular Report Resulting Files
  • Hands-on Exercise: Create & Configure a New Report

Module 10: Basic Project Maintenance

  • Source Instance Management
  • Model Instance Management
  • Creating New Branch Sets

Module 11: Basic Troubleshooting

  • Object Revalidation and Instance Rebuilding
  • Common Updates Requiring Revalidation
  • Understanding Workflow Errors
  • Troubleshooting & Issue Debugging
  • Bulk Utility Log Errors

Module 12: Onboarding Product Releases

  • Downloading Releases
  • Code Onboarding
  • Object Migration

Module 13: Common Functionality

  • Instance Selection Calendar
  • Filtering Data
  • Exporting Data
  • Object History & Rollback

Module 14: Best Practices

  • Object Naming Convention
  • Object Notes
  • Object Comments
  • Testing Techniques

Client Testimonials
Despite having spent quite a few years as a Nasdaq Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Nasdaq Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Nasdaq Calypso module definitely provides a satisfactory roadmap.
Samuel L., Exadel Financial Services (formerly CPQi)
What an amazing week it was! The course covered an introduction to Nasdaq Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Education Services team for this opportunity and teaching me a lot of important things for my work routine.
Marcelo Y., Mark2Market (Qaracter)
The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in Nasdaq Calypso. The quiz at the end of each day, was helpful to test our skills.
ExpertEase Partners