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Getting Started with CCH Tagetik

Introduction to the platform, user interface, configurations, and initial activities.

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Platform Management

Data model, user configuration, process governance, data processing, and AI tools.

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Data Entry

Features for data entry and creation of data entry forms.

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Data Integration

Components and tools for data integration (ETL, DTP, Restful API, and Connectors).

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Reporting and Data Visualization

Creation, navigation, and distribution of reports, dashboards, and analytics.

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Financial Close & Consolidation

Processes and rules for closing, allocation management, and financial data consolidation.

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Extended Planning

Solutions for integrated planning, from budgeting to forecasting, to align strategies, resources, and business outcomes.

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Intelligent Disclosure

Creation and management of narrative reporting documents.

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