Manage data processing in reporting

Insert data processing in a form

Excel > CCH® Tagetik > Design > select form >

See How to access the windows for alternative paths.

Click : the Setup & Admin - Data Processing window appears. Otherwise, in the Open items tab, right click the form template in which to insert the data processing and select Run Data processing > New Data processing.

Configure data processing

Excel > CCH® Tagetik > Design > select form >

See How to access the windows for alternative paths.

1. Click : the Setup & Admin - Data Processing window appears. Alternatively, in the Open items tab, right click the form template in which to insert the data processing and select Run Data processing > New Data processing.
2. Select the desired data processing and click Next.
3. Define how the value of the parameters needed for the data processing should be retrieved and click Next. If a DTP referring to reporting parameters is chosen, repeat this step for those parameters.
4. Select the run settings and click Next.
5. Assign a name and description to the data processing and click OK to save.