Working with Connections to CCH® Tagetik

How to create a Connection to a CCH® Tagetik Environment

Excel > CCH® Tagetik Analytics > Connections

The following procedures allow you to set up a new connection to a CCH® Tagetik environment.

Note: the configuration will still be valid for subsequent Excel desktop or web sessions on the same PC.

  1. In the add-in ribbon, click on the Connections button to open the Connections management side panel.
  2. Click the New Connection button .
  3. Enter the URL of the Tagetik web application and then click Add.
  4. Enter your Tagetik application credentials when prompted.

or

  1. In the add-in ribbon, click on the Connections button to open the Connections management side panel.
  2. Click the New Connection button .
  3. Click the Upload button to open the .json file with the configuration for the CCH® Tagetik environment you want to connect to.
  4. Click Add to create the new configuration.

IMPORTANT: the .json file, if not available, can be requested from Tagetik via the support portal.

Configuring an Application

Excel > CCH® Tagetik Analytics > Connections

This procedure allows a new CCH® Tagetik Application to be set up using an existing Environment to which the user has authenticated.

Note: the configuration of an application is saved on the current Excel file.

  1. In the add-in ribbon, click on the Connections button to open the Connections management side panel.
  2. If you are not already authenticated, LOG IN first to the Environment where the Application you want to connect to is located. If the environment is not present, it must be configured (see How to create a Connection to a CCH® Tagetik Environment)
  3. Click Add Application and select the Environment and Application Database to be used.
  4. In the Name field, specify a name for the application. This name will be used when defining CCH® Tagetik Functions and CCH® Tagetik Pivot Tables.
  5. Click Add to create the new configuration.

IMPORTANT: At least one application must be defined in an Excel sheet in order to use the add-in.