Adding a Visual to the Presentation

CCH Tagetik Ribbon Bar > Objects > New

Within a presentation, you can add Visuals defined in a CCH Tagetik Form or in an Excel file. Visuals are special objects that allow graphs and shapes to be inserted within a slide. A Shape is a set of shapes defined in a data source and having complex formatting. It can only be inserted as an image in SVG format.

1. Click on New in the object section of the Ribbon Bar
2. Fill in the form with the mandatory fields and, under Object Type, make sure you select Visual

Adding a Visual from Tagetik Software S.r.l. Form

In the Source tab :

1. Select CCH Tagetik
2. Select the Application Database from those available in the drop-down menu. The databases that can be selected are those associated with the user who logged in.
3. Click on the three dots to navigate the form tree and select the desired one or type the first three characters of the form to be searched (code or description) into the search bar to make a quick selection
4. Select a Sheet from those defined for the Form
5. Select a Graph or a Shape from those defined for the Form

Click Next to switch to the Parameters tab.

In the Parameters tab:

1. Click on the three dots for each mandatory parameter (*) to open the parameter selection panel.
2. Select a hierarchy/grouping for the dimension to which the parameter refers
3. Select in the dimension tree a single element/node, or several elements/nodes (multi-selection is possible)
4. Click on Confirm to add the selected items and return to the tab Parameters
5. Click Next to go to the next tab or Previous to return to previous tabs

Parameters can also be inherited if dimensions were chosen when creating the document or if these were added in Document Settings in the Ribbon Bar. To inherit a Parameter, simply enable the "Inherit from parent document" option above each Parameter

In the Advanced tab:

1. Choose Source (default) to keep the formats of Numbers, Percentages and Dates defined on the source.
2. Click on Insert to add the table to the document or on Previous to return to the previous tabs

Adding a Visual from Tagetik Software S.r.l. Form as an image

To insert a Visual as an image within a presentation, simply enable the option located at the bottom of the Source tab. Note that for a Shape, this option is selected by default and cannot be changed since, as referred to in paragraph 6.1, a Shape may only be inserted as an image in SVG format. Once enabled:

1. Select a format from those available
2. Select the resolution from those available

Adding a Visual from Excel

In the Source tab :

1. Select Microsoft Excel
2. Select the Excel file from those available by navigating the menu. Excel files correspond to those in Sharepoint.
3. Select a Sheet from those available in the File
4. Select the Visual from those available in the selected sheet
5. Click Next to switch to the Advanced tab.

Note that for Excel files, the Parameters tab is not available.

In the Advanced tab:

1. Choose Source (default) to keep the formats of Numbers, Percentages and Dates defined on the source.
2. Click on Insert to add the table to the document or on Previous to return to previous tabs

Adding a Visual from Excel as an Image

To insert a Visual as an image within a presentation, simply enable the option located at the bottom of the Source tab. Note that for a Shape, this option is selected by default and cannot be changed since, as mentioned above, a Shape may only be inserted as an image in SVG format. Once enabled:

1. Select format from those available
2. Select the resolution from those available.