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CCH® Tagetik Intelligent Analytics with Microsoft Excel 365 & Ask AI

Introduction

CCH® Tagetik Intelligent Analytics allows analysis and reporting on data CCH® Tagetik working directly in Excel, with an intuitive user experience.

CCH® Tagetik Intelligent Analytics is available for both Excel desktop app and Excel for web.

The user can exploit the full functionality and calculation potential of Microsoft Excel; CCH® Tagetik Intelligent Analytics allows users to work directly on Excel files, or to enter data into Excel:

  • by connecting directly to CCH Tagetik data
  • from other external sources

Note: The file can be saved locally on the user's machine, or on shared folders. By saving the file to SharePoint or OneDrive, you can take advantage of all the native Office 365 features, such as automatic versioning, commenting, and real-time collaboration—allowing multiple users to view, comment on, and edit the same Excel sheet simultaneously.

IMPORTANT: Some features in Excel for web may differ from desktop Excel, or may not be present at all. For differences in the native functionality of Microsoft Excel, please refer to the official Microsoft documentation.

IMPORTANT: to display the data of the CCH Tagetik environments you want to connect to, you need to have an Intelligent Analytics license for each environment

Prerequisites and Deployment

For information on the prerequisites and deployment of CCH® Tagetik Intelligent Analytics with Microsoft Excel 365, please refer to the technical documentation available on the CCH® Tagetik Community, see CCH® Tagetik Community