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官方手册的完整目录树。想知道某个功能在手册的哪一章、哪一节，先来这里定位。
内容同步自知识库：10-软件知识\知识沉淀\概念\Tagetik 官方用户手册-目录总览.md
Tagetik 官方用户手册 · 目录总览（FullToc）¶
CCH Tagetik 官方用户手册的完整目录树（2566 条目 / 13 个顶层章节）。用于按主题定位官方文档：遇到机制类问题先在此定位章节，再取对应页面原文。
共 2566 个条目（原 DescendantCount=2519）。语言：en（另有 fr/it/jp）
- Homepage
- Getting Started
- Presentation of CCH Tagetik
- Architecture
- Home page
- Interface
- Structure of data page
- Navigation panel
- Main tool bar
- Settings window
- User preferences
- Running data processing window
- Custom Reports
- System Report
- Reporting Tools
- Reporting Landing Page
- Reports & Analysis
- Learning Hub
- Mapping Classic Interface - New Interface
- Managing the Bookmark Widget
- Managing the Embedded Content Widget
- Managing the Suggested Tasks Widget
- Widget Quick Access
- Basic Admin
- Legacy Interface
- Survey
- Platform Management
- System administration
- System administrator
- System administration page
- General settings
- Localization settings page
- Audit settings page
- Email settings page
- System Resources settings page
- Security settings page
- Basic configuration procedures
- Database management
- The management of CCH Tagetik databases
- Database list page
- Export tool page
- Import Tool page
- Manage exported files page
- Work on the database
- Query Analyzer
- User management
- Users
- Users page
- User Settings
- Configure users in the Repository
- Password rules page
- Users/Roles relationships page
- Roles management
- Roles
- System roles page
- Custom roles page
- Set roles
- Functions & Modules page
- Users/Roles relationships page
- External Authentication
- Configuration of External Authentication Systems page
- LDAP search page
- LDAP search for roles page
- LDAP search for rights page
- LDAP alignment window
- Manage users from the LDAP system
- Data processing management
- Data Processing page
- How to work with data processing
- Scheduling of data processing
- Scheduling page
- Scheduling
- Schedule data processing
- Monitor
- Connected users page
- Running data processing page
- Log levels page
- Server Status page
- Critical State Memory Manager
- Master Data Management (MDM)
- Master Data Management
- MDM page - Routines list
- MDM page - Routines - Elements - Details
- MDM page - Routines - Grouping
- MDM procedures
- Configuration Deployment Tool (CDT)
- Homepage Configuration Deployment tool (CDT)
- Deletion Policy
- CDT: Transfer page
- CDT: Import Page
- CDT: Export Page
- Notification Panel
- Transfer procedures
- Transfer Notification Management
- Abort feature
- The Transfer Logs functionality
- Transfer Logs page
- Rollback
- Rollback Procedures
- Data processing Auditing
- Audit
- Audit Concepts
- Data origin
- Audit page
- Audit Details page
- Database Logins Report page
- Metadata log report page
- Audit management procedures
- Endpoint
- Endpoint page
- Endpoint management procedures
- Access to Endpoint functions via API
- Labels for Azure Information Protection
- TGK Service
- TGK Service page
- Generate keys window
- Manage the TGK Service
- Introduction to REST API
- Access to audit data via API
- Filter audit data through API
- Audit Data Migration Tool
- Application Job exposure with RESTful API
- Access to Master Data Management functions via APIs
- User provisioning SCIM API
- Data Modeling
- Analytic Information Hub
- Analytical Workspaces
- Workspace structure
- Workspace functionality
- Personal Data Protection
- Workspace Import/Export
- Import/export workspace data
- Export Analytical Workspace data via tasks
- Task (Export from AW) window
- Update workspace
window, Update from (local) window, Update from (exported) - Analytical Workspace Partition Version Update
- Analytical Workspace Partition Management Window
- Analytical Workspace Partition Version Update
- Analytical Workspace pages
- Analytical Workspaces - Page structure
- Analytical Workspaces page
- New Workspace window
- Clone window
- Workspace page
- Workspace settings window
- Analytical Workspace: Export window
- Exported files window
- Analytical Workspace: Import window
- Analytical Workspace: Import (Validation) window
- Dictionaries tab
- Dataset
- Dataset tab
- New dataset window
- Type definition page
- Dataset definition page
- Dataset settings window
- Limitations on Field Names
- Personal data log label page
- Type definition page
- Page Dataset List
- Partition details window
- Partition details window
- Datasource Mapping page
- Data Target Mapping (XBRL) page
- Matrix Mapping page
- XML Mapping page
- Data Target Mapping page: File mapping
- See Data Target Mapping page (Update Data Model)
- Data target mapping (Update Rules)
- Data Target Mapping (XBRL CSV)
- Dataset Attributes : Reporting View
- Creating datasets
- Virtual Datasets and Datasources
- Dimensions
- The data model
- Multidimensional data model
- The dimensions of CCH Tagetik
- Aggregation structures
- How to work with dimensions
- Dimensions
- New dimension settings
- Account dimension settings
- Entity dimension settings
- Category dimension settings
- Attributes library
- Customised Attributes
- Creating a custom dimensional attribute
- Working on customised dimensional attributes
- Dimensions: Entity
- Entity: basic concepts
- How to work with entities
- Entity elements page
- Entity elements
- How to manage the company dimension with a time dependency
- Time-dependent entity elements page
- Time-dependent entity elements
- Copies between original scenarios
- Define generic data
- Archive entity data
- Input data for original scenario
- Input data for consolidation scenario
- Control chart page
- Control chart
- Control type page
- Control type
- CTP dynamic groups page
- Counterparty dynamic groups
- Dimensions: Account
- The Account: basic concepts
- Calculation rules: result accounts
- How to create accounts
- How to work with accounts
- Account elements table page
- Account elements table
- Create Variations, Control groups, Calculation logics
- Create Details, Control groups, Calculation logics
- Recode account page
- Recode account
- Result accounts page
- Result accounts
- Creation of calculation logics to generate result accounts
- Creation of control groups to generate result accounts
- Dynamic groups of accounts
- Dimensions: Period
- Dimensions: Scenario
- Dimensions: Category
- Dimensions: Currency
- Analytical Dimensions
- Custom Dimensions
- Variation/detail types
- Control groups
- Hierarchies
- Hierarchies: basic concepts
- How to work with hierarchies
- Structure and relationships for accounts page
- Structure and relationships page for entities
- New hierarchy
- Node creation
- Account hierarchies page
- Account hierarchy attributes
- Entity hierarchies page
- Entity hierarchy attributes
- Structure and Relationships Attributes
- Groupings
- Financial statement templates
- Deployment
- Personal Data Protection
- Data tables clean-up
- Process Governance
- Process hub
- Processes
- Business Workflow
- The entity’s business cycles
- Entity organisation and workflow
- The Process Data Model
- Introduction to the Process Data Model
- Process Data Model definition
- Data management for the Process Data Model
- Process Data Model examples
- Define Process Data Model page
- Process Data Model/Entity Relationships page
- Definition result: Process Data Models related to entities page
- Definition result: Process Data Model page
- Process Data Model setup
- Process submission
- Notification emails
- Financial rules and data processing
- Rules of CCH Tagetik
- ETL execution plan page
- Carry forward rules page
- Calculation Logics
- Calculation logic requirements page
- Calculation logics graph page
- Define overridden amounts page
- Override calculation logics page
- Validations
- Diagnostic Rules page
- Plausibility diagnostic page
- Balancing data processing
- Data Processing: consolidation
- Introduction to data processing
- Consolidation Data Processing
- Basic consolidation data processing
- Consolidation Requirements page
- Define Consolidation Area page
- Periods page
- Define consolidation area by period page
- Define relationships between entities and classifiers for the period page
- IC Elimination and Matching Requirements page
- Generate proportional amount page
- Generate converted amount page
- Override FX rate difference accounts page
- Customise account conversion type page
- Generate consolidable and Equity evaluation page
- Minorities page
- Mergers page
- Account reclassification and NER Requirements page
- Rules Engine Designer requirements page
- Advanced consolidation data processing
- Consolidation procedures
- Data Processing: allocation and closing
- Allocations and Closing Requirements page
- Allocations & Closing rules page
- Data Processing: Cash Flow Planning
- Cash Flow Planning
- Cash Flow Planning Requirements page
- Cash Flow Planning Rules page
- Copy actual data page
- Dimensions/Financial Rules Mapping page (Create derived events and entries)
- Cash management rules page (Financial simulation)
- Data Processing: taxes
- Data Processing related to taxes
- Tax rules page
- Taxes setup page
- Deferred and prepaid taxes - Input accounts page
- Direct taxes - Input accounts page
- Deferred and prepaid taxes - Override output accounts page
- Direct taxes requirements page
- Data Processing: other data processing
- Other data processing
- Asset depreciation rules page
- Customers/Asset categories attribution page
- Dividend Requirements page
- Snapshot
- Snapshot scenarios
- Snapshot window
- Manage thesnapshots on the process
- Snapshot - Requirements page
- The cockpit
- Process by Entity dimension
- Processes in CCH Tagetik
- Processes: basic concepts
- Process by Entity
- Process configuration and deployment
- Create processes
- Managing processes
- Deploy processes
- Archiving process data
- Process creation page
- Process setup page
- Clone Process window
- Lock setup window
- Create backup on offline tables window
- The Data isn't consistent with the process window
- Copy Requirements and Rules From window
- Copy Override Rules on Generic Rules window
- Copy and Migrate Process Window
- Business Workflow
- The entity’s business cycles
- Entity organisation and workflow
- Organisation and workflow
- Organisation and Workflow setup
- Exceptions page
- Definition results page (organisational hierarchy)
- Mapping task workflow page
- Definition result: Mapping task workflow page
- Examples of mapping
- Deadline dates page
- Settings submission window
- Advanced definition page
- Shift dates window
- Set deadline window
- The Process Data Model
- Introduction to the Process Data Model
- Process Data Model definition
- Data management for the Process Data Model
- Process Data Model setup
- Process Data Model examples
- Define Process Data Model page
- Process Data Model/Entity Relationships page
- Definition result: Process Data Models related to entities page
- Definition result: Process Data Model page
- Data entry and submission
- Data entry and processing in processes
- Data entry modes
- Data entry and submission rules
- Define data entry and submission rules
- Data Entry & Submission Rules section
- Amount & Intercompany rules page
- Journal rules and settings page
- Categories for draft journals page
- Submission rules page
- Reasons for rejection page
- Execution plan of jobs to run on submission and rejection page
- Override Entity parameters on Original scenarios page
- Data Processing: introduction
- ETL execution plan page
- Data Processing: carry forward
- Data Processing: calculation logics
- Data Processing: validation and balancing
- Data Processing: consolidation
- Consolidation Data Processing
- Basic consolidation data processing
- Consolidation Requirements page
- Define Consolidation Area page
- Periods page
- Import financial investment data into ownership structure register
- Page Import financial investments data on Ownership Structure Register Requirements
- IC Elimination and Matching Requirements page
- Generate proportional amount page
- Generate converted amount page
- Override FX rate difference accounts page
- Customise account conversion type page
- Generate consolidable and Equity evaluation page
- Minorities page
- Mergers page
- Account reclassification and NER Requirements page
- Rules Engine Designer requirements page
- Advanced consolidation data processing
- Advanced consolidation page
- Equity pick-up Requirements page
- IC Spreading Requirements page
- Delete IC error signs algorithm
- Override IFRS5 rules page
- Consolidation procedures
- Data Processing: allocation and closing
- Data Processing: Cash Flow Planning
- Data Processing: taxes
- Data Processing: other data processing
- Notification emails
- Snapshot
- The processes cockpit
- The contributor cockpit
- Contributor Cockpit
- Contributor Cockpit page
- Overview tab
- Detail summary tab
- Working in the Summary tab
- Working in the Detail summary tab
- Step tab
- Organisation section of the
tab - Workflow section of the
tab - Working in the step tab
- Performance Dashboard
- Performance dashboard tab
- Working in the Performance Dashboard tab
- Working on process reports (contributor)
- Actions section (contributor)
- Actions section of Detail summary and step tabs
- DTP activity cockpit
- Journals book window (for the contributor)
- Drill down parameters page (ad-hoc analysis)
- Allocations and closing: entries detail page
- Pick-up check report window (contributor)
- Copy amounts and journals window
- Submission status window (contributor)
- Entities submission status window
- Lock data and Unlock data windows
- The consolidator cockpit
- Consolidator cockpit
- Consolidator cockpit page
- Summary tab
- Step tab
- Organisation section of the
tab - Workflow section of the
tab - Consolidation scenarios tab
- Customising the consolidator cockpit
- Working in the Consolidation Scenarios tab
- Working in the Summary and
tabs - Working on process reports (consolidator)
- Actions section (consolidator)
- Actions section of the Overview and Step tabs
- Actions section of the Consolidation scenarios tab
- Copy Consolidation window
- Interactive Entries View (IEV)
- Drill down parameters page (ad-hoc analysis)
- FX rate difference reserves analysis window
- Financial investments - Net equity analysis window
- Pick-up check report window (consolidator)
- Journals book window (consolidator)
- Change consolidation scope report window
- Entity/Classifier Relationship page
- Consolidation area scope page
- Copy amounts and journals window
- Copy amounts and journals task window
- Net Result and Reserves Group Evolution analysis
- Net Result and Reserves Group Evolution analysis window
- Lock data and Unlock data windows
- Copy consolidation on original
- Copy consolidated on original window
- Submission status window (for the consolidator)
- The IC Cockpit
- The matching process
- The IC matching cockpit
- IC cockpit opening window
- IC cockpit page
- IC entry management page
- IC cockpit reports
- Link cockpits and processes
- IC cockpit advanced funtionalities
- Create IC Cockpits page
- User Rights
- User Rights
- User Rights Report
- User Rights: Attribute Setup
- Users rights: Restrictions on dimensions
- User Rights on Entity dimension
- Entity and task restrictions setup
- User Rights: Other Restrictions
- Restrictions on Analytical Dimensions
- Rights Definition
- Definition results
- Reference users
- Area profile users
- User Rights : Area profile
- Data processing
- Diagnostics
- Diagnostic rules
- Diagnostic data processing
- Diagnostic checks
- Control group diagnostics
- Gross sign diagnostic
- IC sign diagnostic
- IC capacity diagnostic
- FX rates diagnostic
- Mandatory notes diagnostic
- IC matching diagnostic
- Diagnostic of authorised blocking errors
- Plausibility diagnostic
- Diagnostic of journal submission
- Draft journals diagnostic
- Running diagnostic data processing
- Diagnostic result window
- Logging diagnostic data
- Ask AI for Diagnostics
- Submission
- Submission rules page
- Submission and rejection of nodes and entities
- Journal submission and rejection
- Running a submission and rejection (with Entity dimension)
- Running a submission and rejection (with step dimension)
- Entity submission/rejection window (contributor cockpit)
- Entity submission/rejection window (consolidator cockpit)
- Submission/rejection result window
- Calculation logics
- Debug MD calculation logics
- Activate calculation logics run
- Run a calculation logic from workflow and from job
- Run calculation logic from form
- Processes cockpit - Contributor – Calculation logics
- Calculation logics of "Sum" type
- Definition of a "Sum" calculation logic with dimensional specifications
- Calculation logics of "Multi-Dimensional Script" type
- Cubes and dimensions
- Amounts and currencies
- How does the system delete and store calculated data
- Structure and definition of a TGKML script
- Filters
- Reading from fixed point
- Overrides
- Physical and temporary accounts
- Syntactical substitution
- SET expression
- IF Construct
- Monthly and cumulated values
- Sum operator
- Product operator
- Parallel operators
- BOUND function in a sum
- Advanced use of the BOUND function
- Functions and examples by topic
- Countervalue calculation
- Stored procedure
- Database objects
- Database Objects page
- Definition of a database object
- Balancing
- Monthly splitting
- Chat Ask AI
- Objective AI
- Machine Learning in CCH® Tagetik
- Install a model
- Analytic Workspace - Advanced Analytics
- Data processing from Excel
- Data processing by Job
- ML Workflow Tasks
- ML task in grouping
- ML task in multidimensional process (beta version)
- Import Export Advanced Analytics configuration
- Machine Learning Update Analytical Workspace
- Best Practices
- Deep Learning
- Introduction
- Appendix
- Deep Learning for Anomaly, Forecast, and Analysis Model
- Ai Automapping
- Train Phase
- Data Preparation
- Model Training
- Train Output
- Execute Phase
- Data Preparation
- Model Execution
- Execute Output
- AI Anomaly Detection
- Data Preparation
- Train Phase
- Execute Phase
- Driver Based Analysis
- Train Phase
- Predictive Planning
- Train Phase
- Execute Phase
- Comments
- Deployment
- Job
- Self-Service portal
- Additional Tools
- Data Entry
- Data Entry
- Data Entry and its rules
- Amounts
- Journals
- Journals
- Entity journals
- Consolidation journals
- Draft journals
- Headers (Entity Journals) page
- Rows (Entity Journals) page
- Headers (Consolidation journals) page
- Rows (Consolidation journals) page
- Actions from journal headers
- Documents page
- Consolidation scenario page
- Periodic Management page
- Overridden FX rates page
- Submit from workflow page
- Journal log
- Copy window
- Edit category window
- Actions from the journal rows
- Original and consolidated rows page
- Control group balancing
- Control Group Balancing page
- Drill down on control groups page
- Overrides on amounts and journals
- Override journals and amounts
- Override on the consolidation scenario - Proportional page
- Override on the consolidation scenario - Converted and Consolidable page
- Override journals on the original scenario - Carry forward page
- Override amounts on the consolidation scenario - Proportional page
- Override amounts on the consolidation scenario - Converted and consolidable page
- Override gross amounts on the original scenario - Carry forward on Original scenarios page
- Override IC amounts on the original scenario - Carry forward on Original scenarios page
- Reconciliation accounts and Notes
- Introduction to Reporting
- Form Design
- Design: basic concepts
- Structure of the data in the forms and filters
- Designing forms
- Design toolbar
- Creating forms
- New form window
- Batch import window (Import Wizard)
- Batch export window (Export Wizard)
- Managing forms
- Cell fields
- Validations
- Dictionaries
- Design: style sheets
- Tagetik styles
- Applying style sheets
- Tagetik style window
- Styles window
- Styles window - Defined Styles tab
- Styles window - Styles to use tab
- Style settings window (Styles)
- Defining Tagetik styles
- Example of the definition of style sheets
- Design: form structure
- Structure of a form
- Multi-template forms
- Form options window
- Parameters
- Cell editability
- Forms grouping
- Financial statement templates
- Dashboard reports
- Slicer
- Design: matrices
- Form matrices
- The Origin dimension
- Sign class
- Headers
- Overrides
- Matrix Wizard - Window structure
- Dimensions tree in the Matrix Wizard
- Working in the properties table
- Table of row/column filter properties
- Matrix filter properties table
- Details of FX rate properties
- Details of Reference FX rate properties
- Details of Periodic value calculation properties
- Tagetik style property details
- Specific features of scenario and period parameter properties
- Search window
- Choose the dataset window
- Matrix options tab
- Transactional form editor tab
- Preview window
- Structure and definition of an advanced selection script
- Dynamic matrices
- Creating matrices
- Managing matrices
- Design: filters
- Form filters
- Tab filters
- Matrix filters
- Row/column filters
- Formula filters
- Predefined filters
- Custom filters
- The Print Filters function
- List of filters used window
- Design: functions
- Dimensional functions
- Dimensional attributes
- Description of the attributes shared by all dimensions
- Description of attributes for the Entity dimension
- Description of attributes for the Account dimension
- Description of attributes for the Scenario dimension
- Description of attributes for the Period dimension
- Description of attributes for other dimensions
- Non-dimensional functions
- Location functions
- Aggregation structure navigation functions
- Excel functions
- Functions on sets
- Hyperlinks
- Data Entry: introduction
- Data Entry from Excel
- Data entry in the Excel add-in
- Data entry toolbar
- Working with data entry forms in Excel
- Data Entry panel
- Setup and Administration Panel - Data Processing
- Workflow panel
- Cell edit - Amounts window
- Cell edit - comments window
- Working with Cell edit - Comments
- Cell edit - intercompany window
- Intercompany report window
- Edit intercompany: use case
- Working with spreading
- Data entry in work off-line mode
- Work off-line toolbar
- Working in Work off-line mode
- Locked data entry forms page
- Data Entry from Web
- Journals Hub
- Data Integration
- CCH Tagetik ETL
- ETL: definition and architecture
- ETL - basic concepts
- Working with ETL
- ETL Domains
- ETL Domains page
- ETL Domains definition
- ETL parameters
- Parameters window
- SQL Models window
- Data source
- Data Source window
- Data Source Fields Definition window
- Data Source: record types
- Lookup Tables
- Lookup tables window
- Data target: CCH Tagetik
- CCH Tagetik Data Target page
- Fields definition - CCH Tagetik Data Target
- Data Target: Other
- Data Target: Other page
- Fields definition - Data target: Others window
- Routines
- Routines page
- Commands routine
- Commands routine
- Routine - Extraction
- Routine - Transformation
- Routine - Loading
- Dimensions and dictionaries
- Dimensions and Dictionaries window
- Dictionary elements
- Completeness checks
- Jobs
- Job - Definition
- Routines of a job
- Parameters of a job
- Extractions of a job
- Execution jobs
- ETL Execution Plan
- ETL execution plans
- Execution plan - Results window
- ETL execution
- ETL execution window
- Logs and audits
- Logs deletion
- ETL execution data archive
- Appendix
- ETL via APIs
- ETL syntax
- ETL connectors
- Quick Data Loader
- The Quick Data Loader
- The Quick Data Loader function
- Import data via Quick Data Loader
- Compliance with GDPR/DAC6
- Quick Data Loader - source/target definition window
- Quick Data Loader - Import criteria definition window
- Quick Data Loader - Editability check outcome window
- Quick Data Loader - Datasource mapping page
- Quick Data Loader window: outcome
- Working with Quick Data Loader
- Intelligent Data Loader - Import criteria definition window
- The Quick Data Loader in Analytical Workspaces
- Loading data from external datasources onto Analytical Workspace
- Uploading data from Analytical Workspace to Financial Workspace
- Reading and writing data on Analytical Workspace
- Data Transformation Package (DTP)
- Data Transformation Package (DTP)
- Running the DTP
- DTP reports
- Parametric DTPs
- Details of SQL filters in DTP operations
- Data transformation package tab
- New DTP window
- DTP settings window
- Clone
- Clone DTP Window
- Checking rules
- Calculation rules
- AW Parameters page
- Special methods page
- Checking rules page
- Values page
- Calculation rules page
- DTP activity cockpit
- Data processing is complete window
- DTP activities
- (DTP) activity definition
- DTP Debug Activity
- Duplicate Activity window
- Activity Debug Window
- Temporary Debug Partitions
- Temporary Debug Partitions page
- Definition of activity and operation loops
- Uploads
- Operations
- Operations
- Matching fields page
- Advanced settings page
- Ask AI for DTP
- Insert from other dataset
- Enrichment from another dataset
- Enrichment with formula
- Enrichment with formula field
- Enrichment with Reference dataset
- Enrichment with ranking
- Insert with reference dataset
- Insert with pivot transposition
- Insert with unpivot transposition
- Join from another dataset
- Analytical allocations
- Allocation details page
- Special method
- Check with formula
- Check with dictionary
- Check with rule
- Check missing keys
- Existence check
- Check multiple keys
- Loading to Analytical Workspace
- Delete with formula
- Delete multiple keys
- Delete missing keys
- Insert with calculation rule
- XML Generator
- XML Generator: Basic Concepts
- Regulatory reporting page
- Tag configuration page
- Tagetik Data Loader - overview
- API
- List of available API sets
- Reference API
- API for Data Exposure
- Data Model Management
- API Account
- API Analytical Dimension
- API Custom Dimension
- API Currency Dimension
- API Category Dimension
- API Entity Dimension
- Analytical Workspace Management API
- Dataset Management API
- Dataset Fields Management API
- Datasource Management API
- Virtual Dataset Management API
- Virtual Dataset Field Management API
- Partition Management API
- Dictionary Management API
- API Set Online Dataset
- API Set Online Dataset V2
- Datasource Fields Management API
- API Set Offline Dataset
- API Set Offline Dataset V2
- Data Model (sperimentale)
- API for extracting Analytical Workspace data model elements
- API extraction of runtime parameters in a DTP
- API for Data Processing
- AIH - Data processing
- API on data processing in Analytical workspaces
- API to export a dataset to file
- Data processing APIs for loading data onto Analytical Workspaces
- Financial Workspace update processing API
- API for directly loading Quick Data Loader data
- DTP run data processing APIs
- API Machine Learning Execute
- Dataset comment extraction data processing API
- ETL via APIs
- Master Data Management
- Job applicativi
- API per Audit
- User Provisioning
- User provisioning SCIM API
- Users endpoint
- Groups Endpoint
- Schemas endpoint
- Bulk operations
- Other (For internal)
- Repository admin tools
- Comments
- API: Technical information
- Enabling REST API
- API Root URL
- Authentication - On Premises
- Authentication - Cloud
- Common HTTP errors
- Data Export Service
- Reporting & Data Visualization
- Financial Reporting
- The reporting system
- Reporting: user roles
- Specific dimensions for reporting
- Add-in Excel
- Webform
- Add-in: Settings
- Configure the add-in for Excel
- How to work with configuration windows
- Configuration window structure
- Features not supported
- Azure Information Protection Label for Excel
- Webform: Settings
- Enabling web forms
- Features supported by web forms
- Features not supported in web forms
- Reporting engines
- Currency conversion algorithm
- Conversion algorithm for matrices with analytic datasets
- Reporting functionalities and engines
- Form: Design
- Design: basic concepts
- Structure of the data in the forms and filters
- Designing forms
- Design toolbar
- Creating forms
- New form window
- Batch import window (Import Wizard)
- Batch export window (Export Wizard)
- Managing forms
- Cell fields
- Cell Fields Wizard
- Configuring cell fields
- Validations
- Configuring validations
- Validations window
- Examples of validation
- Dictionaries
- Working on dictionary items
- Form - Import Dictionary window
- Dictionary Items window
- Example: importing dictionaries
- Design: form structure
- Structure of a form
- Multi-template forms
- Form options window
- Parameters
- Types of parameter
- Working with custom parameters
- Automatic parameter definition
- Examples of custom parameters
- Parameters Definition window
- Parameters Configuration window
- Advanced selection: scenario and period parameters
- Examples of using dynamic parameters
- Cell editability
- Conditional editability expression window
- Forms grouping
- Working with grouping nodes (Excel add-in)
- Working with grouping nodes (web interface)
- Forms grouping page
- Form groupings page (Structure view)
- Element/node relationships page
- Financial statement templates
- FSTs & KPIs page
- Formulas in financial statement templates
- Standard formula syntax
- How to create a financial statement template
- Setting up a financial statement template
- Particular features of multidimensional formulas
- FST items page
- Relationships page
- Copy From window
- Dashboard reports
- Working with dashboard reports
- Define Dashboard window
- Slicer
- Working with slicers
- New Slicer window
- Design: matrices
- Form matrices
- The Origin dimension
- Sign class
- Headers
- Setting headers
- Headers tab
- Overrides
- The Override content on cells function
- Overriding cell content
- Setting overrides
- Overrides tab
- Matrix Wizard - Window structure
- Dimensions tree in the Matrix Wizard
- Working in the properties table
- Table of row/column filter properties
- Matrix filter properties table
- Details of FX rate properties
- Details of Reference FX rate properties
- Details of Periodic value calculation properties
- Tagetik style property details
- Specific features of scenario and period parameter properties
- Search window
- Choose the dataset window
- Matrix options tab
- Transactional form editor tab
- Preview window
- Dynamic matrices
- Creating matrices
- Managing matrices
- Design: filters
- Form filters
- Form filters window
- Form filter properties
- Setting form filters
- Tab filters
- Setting tab filters
- Tab filters window
- Tab filter properties
- Tab filter properties table
- Matrix filters
- Setting matrix filters
- Matrix filter properties
- Matrix Filters tab
- Row/column filters
- Set row/column filters
- Row/column filter properties
- Row/column filters tab
- Examples of row/column filter settings
- Formula filters
- Managing formulas
- Predefined filters
- Working with predefined filters
- Examples of predefined filter settings
- Custom filters
- Custom filters tab
- The Print Filters function
- Print Filters Wizard
- Print Filters examples
- Generate a filters printout
- List of filters used window
- Design: functions
- Dimensional functions
- Description of dimensional functions
- Dimensional attributes
- Description of the attributes shared by all dimensions
- Description of attributes for the Entity dimension
- Description of attributes for the Account dimension
- Description of attributes for the Scenario dimension
- Description of attributes for the Period dimension
- Description of attributes for other dimensions
- Non-dimensional functions
- Description of non-dimensional functions
- Non-dimensional attributes
- Location functions
- Description of location functions
- Aggregation structure navigation functions
- Description of aggregation structure navigation functions
- Excel functions
- Functions on sets
- Hyperlinks
- Managing hyperlinks
- Action List Wizard window
- The Open form window (Action List Wizard)
- Properties Window: Filters cycle
- Design: style sheets
- Reporting Data Processing
- Data processing run from reporting
- Manage data processing in reporting
- Setup & Admin - Data Processing window
- Setup and Administration Window - Data processing on custom/analytic organisations
- Query
- Query Wizard window
- Managing queries in forms
- Edit tab
- Columns tab
- Layout options tab
- Report list
- Managing Report lists from Excel
- Managing Report Lists from the Web
- Manage the index
- Report List Wizard window
- Report List Wizard window: first tab
- Report List Wizard window: second tab
- Report List Wizard window: third tab
- Override tab filters window
- Report List Wizard window: fourth tab
- Report List Wizard window: fifth tab
- Report List Wizard window: sixth tab
- Schedule Wizard window
- Report List Index Wizard window
- Report List Page (web)
- Design: transactional forms
- Introduction to transactional forms
- Transactional matrices
- Elements of the transactional forms model
- Setting the form structure from the web interface
- Attributes of transactional form structure columns
- Setting up forms with Line by Line matrices from the Excel add-in
- Transactional data entry details window
- Transactional form columns page
- Transactional form dictionaries page
- Transactional form elements page
- Transactional form details page
- Advanced functions
- Custom functions
- Working with custom functions
- The TGKCURRDB function
- The TGKRET function
- The TGKRETF function
- The TGKSEND function
- The TGKFIELD function
- The TGKAMOUNT function
- The TGKCALCSET function
- The TGKOPTION function
- Editable categories pool
- Working with category pools
- The Break Back function
- Using the Break Back function
- Use cases for the Break Back function
- Reporting statistics
- Custom macros
- Custom macros
- Managing macros
- Custom VBA macros via APIs
- VBA APIs to open/close/update forms
- VBA APIs to extract data on forms
- VBA APIs for running actions on forms
- VBA APIs to invoke CCH Tagetik email services
- Forms on Analytical Workspace data
- Form Navigation
- Navigation from Excel
- Navigation from Web
- CCH® Tagetik Intelligent Analytics with Microsoft Excel 365 & Ask AI
- Connections to CCH® Tagetik
- Working with Connections to CCH® Tagetik
- Working with CCH® Tagetik functions
- CCH® Tagetik Functions
- Pivot CCH® Tagetik
- Working on CCH® Tagetik Pivot
- Export
- Distribution tools
- Report list
- Report list from Excel
- Managing Report lists from Excel
- Manage the index
- Report List Wizard window
- Report List Wizard window: first tab
- Report List Wizard window: second tab
- Report List Wizard window: third tab
- Override tab filters window
- Report List Wizard window: fourth tab
- Report List Wizard window: fifth tab
- Report List Wizard window: sixth tab
- Schedule Wizard window
- Report List Index Wizard window
- Report list web
- Report Bursting Overview
- Configuration
- Definition
- Run
- Reports check
- Features not supported in Web Form 2.0 compared to Excel add-ins
- Intelligent Analytics
- Reporting view registry (RVR)
- The Reporting View Registry
- Reporting View Registry page
- Managing Reporting Views
- Dashboard
- Homepage dashboard
- Lavorare su una dashboard
- Visual
- Home page Visual
- Working on visuals
- Object Setting: Data Tab
- Configure Object Settings: Data Tab
- Working on visual filters
- Filters Tree lookup for nodes and lowest elements selection
- Object Settings: tab Visualization bar chart
- Configure Visualization Tab Object Settings
- Window Object Settings column / line / area charts
- Setting the Display Tab Object: KPI
- Measure Properties Page
- Working on measure properties
- Dimension Properties Page
- Navigazione
- Ask AI for Reporting
- SmartInsight
- SmartInsight page
- Manage SmartInsight sheets
- Managing the SmartInsight module
- Design
- The structure of the matrix
- How to work with matrices
- Working with rows and columns in a matrix
- How to work with the filters panel
- Dimension Panel
- How the dimension panel works
- Working with the dimension panel
- Working with formulas
- Functioning of formulas
- Properties panel
- Navigation
- The drill-down function
- Setting Limits
- Currency conversion
- Other reports
- Ad-hoc analysis
- System reports
- System reports
- System reports - Original gross amounts page
- System reports - Original IC amounts page
- System reports - Intercompany reconciliation accounts page
- System Reports - Consolidated amounts page
- System reports - Original journal rows page
- System reports - Consolidated journal rows page
- System reports - Entity Journals - Headers page
- System reports - Consolidation journals - Headers page
- System reports - FX Rates page
- System reports - Overridden FX rates page
- System reports - Notes page
- System reports - Comments page
- System reports - Intercompany Report window
- System reports - Ad Hoc Analysis page
- eXtensible Business Reporting Language
- XBRL Reporting
- Taxonomy
- Instance template
- Definition of an XBRL instance
- Generate Xbrl instance
- Import Items and Contexts
- Tuple management
- Analytics
- Tagetik Models
- Magazine
- Magazine
- Working with magazines
- Magazine Library page
- Catalogue tab in Magazine Library
- Administration tab in Magazine Library
- Manage issues page
- Financial Close & Consolidation
- Consolidation
- Introduction to consolidated financial statements
- Consolidated financial statements
- Impacted data processing mode
- General configuration
- Set up the consolidation process
- Consolidation processes and Data Model
- Data Model preparation
- Accounts and consolidation process
- Managing FX rates for the consolidation process
- Overridden FX rates
- FX rates page
- Overridden FX rates in-memory page
- Tax Rates
- Tax Rates page
- The Consolidation scenario
- Define consolidation area by period page
- Data Processing related to consolidation
- Preliminary data processing: carry forward
- Carry forward rules page
- Reverse journal data processing
- IC matching and elimination logics
- Intercompany matching and elimination logics
- Intercompany matching and elimination logics: advanced settings
- IC Matching and Elimination Logics page
- Report IC Logic window
- Report Financial Investment Elimination Rules window
- Set up matching and elimination logics
- Examples of defining elimination logic and IC matching logics
- Basic consolidation data processing
- Contribution data processing
- Proportional calculation data processing
- Conversion data processing
- Conversion Rules page
- Override FX rate difference accounts page
- Minorities calculation
- Algorithm for the minorities calculation
- Periodic consolidation
- Periodic minorities calculation
- Minorities page
- Equity evaluation
- Equity evaluation data processing
- Periodic calculation and change of consolidation criteria
- Equity evaluation rules
- Equity evaluation rules page
- Net Equity page
- Categories to evaluate with equity method page
- Goodwill accounts page
- Proportional and Consolidable data rules page
- FX rate loading on consolidation scenarios data processing
- Reclassification data processing - Rules Engine Designer
- Rules Engine Designer data processing
- Rules Engine Designer List - Original
- Rules Engine Designer - Consolidation
- Settings in the Rules Engine Designer list pages
- Rule Dimensions Definition page (Original and Consolidation scenarios)
- Rule Category Definition page (Original scenarios)
- Rule Category Definition (Consolidation scenarios) page
- Rule Conditions Definition (Original Scenarios)
- Rule Conditions Definition page
- Rule Entities Definition page (Consolidation scenarios)
- Working with the Rules Engine Designer
- Deferred taxes
- Deferred taxes calculation
- Deferred taxes calculation data processing
- Fiscal Policy and Taxes page
- Taxes Setup page (output accounts)
- Deferred and prepaid taxes - Input accounts page
- Algorithm for deferred taxes
- Define deferred taxes
- Manage deferred taxes
- Advanced consolidation data processing
- International Financial Reporting Standard 5
- IFRS5 events page
- IFRS5 journal reclassification and generation data processing
- IFRS5 rules page
- Accounts page
- Equity pick-up data processing
- Pick-up rules page
- Equity pick-up on consolidation scenario data processing
- Intragroup asset assignment data processing
- Asset classes for Intercompany assignments page
- Intercompany asset assignment page
- Depreciation plan of an asset assignment event
- Restatement Utility
- Restatement Page
- Working with advanced consolidation data processing
- The IC Cockpit
- The matching process
- The IC matching cockpit
- IC cockpit opening window
- IC cockpit page
- IC entry management page
- IC cockpit reports
- Link cockpits and processes
- IC cockpit advanced funtionalities
- Create IC Cockpits page
- **Ownership structure **
- Ownership structure register: basic concepts
- Ownership structure register events
- Ownership structure register configuration
- Ownership structure register reports
- Data Processing
- Depreciation
- Asset depreciation
- Diagnostics
- Diagnostic rules
- Validation rules page
- Specific Validation Rules
- Plausibility diagnostic page
- Plausibility check logics page
- Plausibility logics grouping page
- Diagnostic data processing
- Diagnostic checks
- Control group diagnostics
- Gross sign diagnostic
- IC sign diagnostic
- IC capacity diagnostic
- FX rates diagnostic
- Mandatory notes diagnostic
- IC matching diagnostic
- Diagnostic of authorised blocking errors
- Plausibility diagnostic
- Diagnostic of journal submission
- Draft journals diagnostic
- Running diagnostic data processing
- Entities diagnostic
- Amounts diagnostic
- Journals diagnostic
- Diagnostic result window
- Control Dashboard
- Entity Dashboard
- Diagnostic report
- Diagnostic Error Detail
- Logging diagnostic data
- Authorisation of diagnostic errors
- Diagnostic results log
- Ask AI for Diagnostics
- Error Management in Ask AI for Diagnostic
- Submission
- Submission rules page
- Submission and rejection of nodes and entities
- Journal submission and rejection
- Running a submission and rejection (with Entity dimension)
- Running a submission and rejection (with step dimension)
- Entity submission/rejection window (contributor cockpit)
- Entity submission/rejection window (consolidator cockpit)
- Submission/rejection result window
- Accounts reclassification and NER
- Monthly splitting
- IC Spreading
- Balancing
- Stored procedure
- Countervalue calculation
- Allocation & Closing
- Data Model Configuration
- General configuration
- Account
- Allocation and closing rules
- Routine
- Job
- Execution plan
- Advanced rules
- Process parametrization for the "Allocation & Closing"
- User Tools
- Setup
- Run Data processing
- "Allocation and closing" data processing - Entries creation
- Closing entries clean-up
- Report
- Extended Planning
- Management of the budgeting process
- Supply Chain Planning
- Introducing CCH Tagetik Supply Chain Planning
- About CCH Tagetik Supply Chain Planning
- About Forecasting with CCH Tagetik Supply Chain Planning
- CCH Tagetik Supply Chain Planning Components
- About Assumption Owners
- Common Forecast Changes
- CCH Tagetik Supply Chain Planning Terminology
- Transfer Data In and Out of CCH Tagetik Supply Chain Planning
- Format Data for Import into a CCH Tagetik Supply Chain Planning Instance
- Export from CCH Tagetik Supply Chain Planning
- Perform Administrative Tasks in CCH Tagetik Supply Chain Planning
- Configure the Database
- Refresh the Database
- Add and Edit Record Properties
- Access and Navigate CCH Tagetik Supply Chain Planning
- About the Task Management Task
- Add Notes, Messages, Tags, and Reminders in the Messages Pane
- About Forecast Graphs
- About Analysis Graphs
- Dock Graphs in Reports and Interfaces
- Edit Graph Elements
- About Maps
- Work with Records
- Open and View Records
- About the Record View
- View Record Properties
- Record Types in CCH Tagetik Supply Chain Planning
- Adjustment Group Record
- Adoption Record
- Balance Record
- CAGR Record
- Calendar
- Capex Record
- Connector Record
- Data Entry Record
- Data Table Record
- Employee Record
- Formula Record
- Import Records
- Inventory Records
- Strategy Record
- About the Inventory Section
- Inventory EOQ ROL Record
- Inventory Intermittent Record
- Inventory MTO Record
- Inventory Periodic Record
- Long Term Resource Record
- OPEX Record
- Opinion Line Record
- Promotion Record
- R Script Record
- Recurring Pattern Record
- Reliability Record
- Roll Up Record
- Rollup Override Record
- Rollup Report Record
- Schedule Roll Up Record
- Balance Inventory Using MEIO
- Spread Curve Record
- Generate Spread Curves
- Stochastic Record
- Table Record
- Time Series Forecast Record
- About Forecasting Methods
- Top-Down Child Record
- Value Record
- Change a Record Type
- View and Navigate Records
- Add Records to the Database
- Search for Records
- Edit Multiple Records
- Propose Changes to a Record
- Hide Records
- Save Changes to Records
- Delete a Record
- Use and Maintain Historical Data
- Introduce New Products
- Add Historical Data to Records
- Maintain Historical Data
- Override or Exclude Historical Data in Forecast Graphs
- View and Restore Previous Versions of Records
- Purge the History of Records
- Forecast with Sparse Historical Data
- Add Adjustments and Overrides
- Add Time Periods to the Adjustments and Overrides Table
- Clear an Override in the Adjustments and Overrides Table
- Lock and Unlock Forecast Values
- About Forecast Modifiers
- Add Price Adjustments to Records
- Add Expiration to Records
- Add Firm Orders to Records
- Add Adjustments Using Local Overrides
- Model Events
- Apply Adjustments to Multiple Records
- Apply Promotions to Forecasts
- Order Rollups
- Work with Interfaces and Reports
- Compare Forecasts Over Time
- Work with Pivot Tables
- Work with Pivot Charts
- Create a What If Report
- Create Continuity Reports
- Work with Waterfall Interfaces
- Create Gap Detail Interfaces
- Create Performance Interfaces
- Work with Triangle Interfaces
- Work with Exceptions Interfaces
- Work with Inventory Status
- Work with Purchase Orders
- Work with Replenishment Interfaces
- Work with Custom Grid Interfaces
- Work with Financial Reports
- Approve a Plan
- Appendix - DScript
- Introduction to DScript
- Lexical Structures
- Data Types
- Advanced Numbers
- Variables
- Primitives and Operators
- About Primitives
- About Operators
- Operators Precedence
- Operator Associativity
- Math Operators
- Text Operators
- Comparison Operators
- Compare Numbers
- Compare Text Strings
- Compare Lists
- Comparisons Between Data Types
- Boolean Operators
- Conditional Evaluation
- Logical Look-Ahead
- About the Gate Primitive
- Bitwise Operators
- Assignment Operators
- List Operators
- Object Operators
- Time-Based Analysis Operators
- Other Operators
- Statements
- About Expressions and Statements
- About Expressions
- About Statements
- About the If Statement
- About the Switch Statement
- About the While statement
- About the Do/While Statement
- About the For Statement
- Loop Primitives
- About the For/In Statement
- About the Break Statement
- About the Continue Statement
- About the Var Statement
- About the Return Statement
- About Optional Return Statements
- About the Empty Statement
- Dolist and Domatrix
- Definitions
- Lists
- Objects
- Performance Issues
- Programmatic Control
- Appendix - Primitives Directory
- Primitive Description Format
- Arguments
- Statements
- Math Symbol Equivalents
- Mathematical Primitives
- Statistical Primitives
- Logical Primitives
- Text Processing Primitives
- List Processing Primitives
- Financial Primitives
- Date and Time Primitives
- Flow Control Primitives
- Input and Output Primitives
- Control Primitives
- Web Script Primitives
- Report Writer Keywords
- Appendix - Primitive, Operator, and Unit References
- List of Primitives, Operators, and Units
- Appendix - Modernization
- Introduction
- Configuration of Supply Chain Planning
- Import Data from CCH Tagetik Analytical Workspace to CCH Tagetik Supply Chain Planning Module
- Export Data from CCH Tagetik SCP Module for CCH Tagetik Analytical Workspace
- Navigate the SCP Data
- Enable Integration Features within CCH Tagetik
- Repository: Reference Users
- User Management for SCP Users to Access CPM
- Supply Chain Planning Administrator
- Configure Local Adjustments
- Collaborative Workflow
- Extended Reporting and Data Integration
- Cash Flow Planning
- Introduction
- Cash Flow Planning
- DataEntry
- Objects
- Actual P&L
- The projected P&L
- Projected Variations
- Data entry
- Initial Actual Balance Sheet
- Data Model_Configuration
- Company
- General configuration
- Account
- Data Model Configuration
- Fiscal policy, Tax Rates and sensitive accounts
- Tax rules
- Scenario
- Interest rate type and rates
- FX rates
- Category
- Data processing
- Cash Flow Planning
- Run data processing
- Data processing details
- CFP Data processing - Preliminary checks
- CFP data processing - Create object events
- CFP data processing - Create derived events
- CFP data processing - Create entries
- CFP Data processing - Indirect taxes and cash pooling
- CFP data processing - Indirect taxes calculation
- CFP data processing - Dividends calculation
- CFP Data processing - Tax balance payment
- CFP Data processing - Tax down payment
- CFP Data processing - Financial simulation
- CFP Data processing - Revaluation and devaluation
- CFP Data processing - Direct taxes calculation
- Group policy
- Cash Pooling
- Group VAT
- Financial Planning Rules
- Generic rules
- Credit terms
- Assets classes: Accounting and Depreciation rules
- Accounting rules
- Indirect taxes policies
- Cash management rules
- Advanced rules - Overview
- Execution plan
- Report
- Entries details report
- User Tools
- Utility
- Setup
- Data operations
- Intelligent Disclosure
- Intelligent Disclosure
- The Intelligent Disclosure System
- Intelligent Disclosure Settings
- Intelligent Disclosure setup
- Features disabled on Web Client
- Introduction to the Word interface
- Configure the Word add-in
- Access the Collaborative Office functions in Word
- Features disabled on Web Client
- Documents
- New document creation procedure
- Editing a document
- Duplicating a document
- Delete a document
- Download a document
- Adding a part to the document
- Document structure
- Open a Tagetik document
- Document structure
- Document outline from the Library panel
- Manage the Outline of a document
- User Rights management
- User rights on documents
- Application of user rights defined in SharePoint
- Application of user roles defined in CCH Tagetik
- Document settings page
- Document User Rights definition
- Document Workflow Management
- Objects of the document
- Rich Text Object
- Add a Table to the Document
- Add a Chart to the Document
- Adding an Amount in the Document
- Adding a Dimension Attribute to the Document
- Adding a Free Object to the Document
- Display the document objects list
- Cut, Copy and Paste Object
- Keeping track of changes
- Managing Objects
- Adding an object to the document
- Editing and deleting an object
- Export object list
- Reference scenario
- Reference between objects
- Update document objects
- Handling manual changes on tables and charts
- Handling manual changes on tables with Flag Style
- Supported fonts when updating image objects
- Document part updates panel
- Update document parts
- View the Sources of a document
- Tools
- The Migration Tool
- Exporting and Importing a Document
- 'Export differences with source' functionality
- Intelligent Disclosure Audit
- Validation
- Sources
- Change the Database source of a document
- Integration with Seahorse for iXBRL
- The Intelligent Disclosure PowerPoint Add-in interface
- Introduction to the PowerPoint interface
- Configuring the Power Point add-in
- Accessing Intelligent Disclosure features in Power Point
- Working on a presentation
- Oggetti
- Doc Managment
- Collaborative Office
- Administrator user's activities
- Design: design the document from the web interface
- Design the document from the client interface
- User rights
- Client overview
- Login
- Add-In
- Client settings
- Left Panel
- "CCH® Tagetik" ribbon bar
- Working Area
- Generic Functionality
- How to generate the whole document or the intermediate nodes
- "Scaling, Rounding and Scaling" process in Tagetik
- How to manage documents in multiple languages
- List of fonts available in the Application Server (Cloud users only)
- How to request the addition of fonts not available in the Application Server (Cloud users only)
- Best Practice
- Collaborative Office FAQ
- What's New in User Manual
- This manual
- Using the Search Feature
- Glossary