Configure the add-in for Excel

Install the add-in

This procedure allows you to download, install and connect the Excel add-in.

  1. To start the download, on the CCH Tagetik Home page, click the user name, then select Download, then Excel .NET client.
  2. To install the add-in, open the .ZIP file, extract the contents to a folder, double click the .EXE file and run the guided installation procedure.
  3. Open Excel and click the CCH Tagetik tab: the Options window will open.
  4. In the Connection tab, select a connection from the list on the left, or click to create a new one.
  5. If a new one is created, type the address of the connection to the desired server in Web Server.
  6. Click to set the selected connection as the current connection.
  7. Click to save the connection.

Configure a new connection to the server

Excel > CCH® Tagetik > Options

  1. In the Connection tab, click and assign a name to the connection.
  2. In Web Server, type the address or the connection to the desired server.
  3. (Optional) Click to set the selected connection as the current connection.
  4. Click to save the connection.

Edit a connection to the server

Excel > CCH® Tagetik > Options

  1. In the Connection tab, click the desired connection, then click .
  2. Edit the URL as desired.
  3. (Optional) Click to set the selected connection as the current connection.
  4. Click to save the changes.

Configure local reporting parameters

Excel > CCH® Tagetik > Options

  1. In the Local settings tab, click to activate the fields.
  2. To view any available updates when authenticating the add-in, click Enable Update Add-in automatically.
  3. (Optional) Enter the desired file paths in Temporary folder and User settings folder in which to save the add-in’s temporary working files and configuration files.
  4. To enable the automatic deletion of temporary files, click Enable Delete temporary files and specify a number of days.
  5. If necessary, enable the new communication mechanism . Note: In the case of single sign-on to Tagetik, using the Chronium-based communication mechanism, access by entering a user name and password is supported. Automatic access without providing credentials is not supported.
  6. If necessary, enable the cache and enter a file path to save the files.
  7. Click to save the changes.

Access reporting functions in Excel

Excel > CCH® Tagetik > Login

Enter the user name and password used to access CCH Tagetik and click Sign in.

Note: if the system detects available updates for the add-in on authentication, the update will be requested. The user name and password must be entered again once the update is finished.