View the Sources of a document

The sources of a document show the origin of the data shown in the objects (table, graphs, amount and attribute dimension). The sources of a document can be of two types:

• Tagetik: Tagetik databases in the configuration
• Excel: Excel files saved on the SharePoint site configured for the application

View the sources of a single document

Word > CCH Tagetik> Document Management > Sources

This procedure allows you to view the sources of a single root document or part of it.

1. Select the document of interest in the Sources window; either the open document or a document belonging to the same structure can be selected.

2. The window shows:

3. searchable list of sources associated with the document, presented in alphabetical order; in particular, where present, Tagetik sources are shown first and then Excel sources

4. field for punctual search of sources; by editing in the search field, the system filters the sources in the above-mentioned list
5. back button; clicking the button shows the document structure in the Sources window

Note: Should there be more than one source application database for the document, the source list will indicate the reference database before each source.

Display document structure sources

Word > CCH Tagetik> Document Management > Sources

This procedure allows you to display the sources of a structure:

1. Click View all Sources in the Sources window

2. The window shows:

3. searchable list of sources associated with structure documents, displayed in alphabetical order; in particular, where present, Tagetik sources are shown first and then Excel sources

4. field for punctual search of sources, by editing in the search field, the system filters the sources in the above-mentioned list
5. back button; clicking the button shows the document structure in the Sources window

Note: Should there be more than one application database associated with the sources of a document, the source list will indicate the reference database before each source.