Skip to content

Working on CCH® Tagetik Pivot

Create a Pivot

This is the procedure to create a new CCH® Tagetik Pivot in the Excel sheet.

Prerequisites

  • Logging in to a Tagetik application.
  • Have selected an empty Excel cell from which to create the Pivot.

Procedure

Excel > CCH Local > Pivot

  1. In the Ribbon of the add-in, click on the Pivot button. The Pivot side panel will open automatically.
  2. In the Source section, select the desired application and reporting view.
  3. Optional: if required, dimensional filters can be added to the pivot. Click on the Add filter button and select the desired dimension. A new section for the selected dimension will be added to the panel, allowing filter criteria to be specified.
  4. Select one or more measures from the Values panel by clicking or dragging directly onto the Selected Values panel. Added measures can be ordered or deleted via context menu or drag and drop.When multiple measures are selected, a dummy element - Selected values - is added to the Rows and can later be repositioned on the Columns.
  5. Optional: If required, one or more hierarchy levels can be selected from the dimensions panel by clicking or dragging in the Rows or Columns sections according to the desired layout. Selected hierarchy levels and the dummy element Selected Values can be removed or moved between Rows and Columns.

Display or edit a Pivot

This procedure allows you to view or change the Pivot settings.

Prerequisites

  • The Pivot must have been added to the Excel sheet;
  • The selected cell must belong to the area of the Pivot that is to be edited.

Procedure

Excel > CCH Local > Pivot

  1. In the Ribbon of the add-in, click on the Pivot button. The Pivot side panel will open automatically.
  2. All Pivot parameters are loaded based on the previously saved selections.

Delete a Pivot

This procedure describes how to delete a Tagetik Pivot Table from the Excel sheet.

Prerequisites

  • The Pivot must have been added to the Excel sheet;
  • The selected cell must belong to the area of the Pivot that is to be deleted.

Procedure

Excel > CCH Local > Pivot

  1. In the Ribbon of the add-in, click on the Pivot button; The Pivot side panel will open automatically;
  2. Click on the delete button in the top right-hand corner; the Pivot will be removed from the sheet, and the cell area will be cleared.

Copy a Pivot from Dashboard

This procedure allows a Tagetik Pivot to be created from a chart in the Intelligent Analytics dashboard.

Prerequisites

  • You must have a chart already configured on the Intelligent Analytics dashboard page;
  • You must be logged in to the Tagetik application within the Excel add-in;
  • You must have selected an empty cell from which you wish to create the Pivot.

Procedure

Excel > CCH Local > Pivot

  1. Open the Intelligent Analytics Dashboard containing the chart;
  2. Click on the menu of the chart to be copied and select Copy Dashboard;
  3. In the Ribbon of the add-in, click on the Pivot button; The Pivot side panel will open automatically;
  4. Click on the chart import button in the top right-hand corner; the new Tagetik Pivot Table will be created in the sheet.

Create a new Pivot via Ask AI

This procedure allows you to create a new Tagetik Pivot in the Excel sheet from a conversation with the AskAI chatbot.

Prerequisites

  • Log in to a Tagetik application;
  • Select an empty cell from which you wish to create the Pivot.

Procedure

Excel > CCH Local > Pivot

  1. Open the Pivot wizard: in the Ribbon of the add-in, click on the AskAI button. The Pivot side panel will open automatically.
  2. Select the application from which you want to query AskAI.
  3. Submit the request to AskAI in natural language in the relevant section, and send the message. If the message is processed successfully, the new Tagetik Pivot Table will created in the sheet, and the Pivot View and Edit panel will open at the same time.

IMPORTANT: if Ask AI can't process the request, if there are ambiguities in identifying the data, or if technical errors occur, a message will appear in the chat from the bot containing a description of the error.