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Wolters Kluwer CCH Tagetik

Note

The following connector article is provided by Wolters Kluwer CCH Tagetik, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the Wolters Kluwer website and use the support channels there.

Summary

Item Description
Release State General Availability
Products Power BI (Semantic models)
Power BI (Dataflows)
Fabric (Dataflow Gen2)
Authentication Types Supported Basic
OAuth2 Client Credentials flow

Prerequisites

Verify the system requirements before you install Microsoft Power BI Desktop.

To use the Wolters Kluwer CCH Tagetik connector, you need to configure the CCH Tagetik environment from which you want to read data.

Capabilities supported

  • Import
  • Data loading from CCH Tagetik financial and analytical layer

Connect to Wolters Kluwer CCH Tagetik data

To connect to Wolters Kluwer CCH Tagetik data:

  1. Select Get data from the Home ribbon in Power BI Desktop and select More.

  2. Search for Wolters Kluwer CCH Tagetik in the list of connectors.

    Screenshot of the Get Data dialog with Wolters Kluwer CCH Tagetik selected.

  3. Select Connect.

  4. Enter the parameters to connect to the CCH Tagetik environment:

    • URL is your Wolters Kluwer CCH Tagetik environment endpoint.
    • Database is the code of the database.
    • Analytical Workspace (optional) is the code of the analytical workspace.
    • Analytical Workspace Dataset or Financial Model (optional) is the code of the analytical workspace dataset or the code of the financial model.

    Screenshot of the Wolters Kluwer CCH Tagetik connector parameter dialog.

  5. Enter the credentials and select Connect.

    The connector uses ad-hoc credentials configured in CCH Tagetik to access and retrieve data via OData APIs. The supported authentication methods include Basic Authentication (username and password) and OAuth 2.0 Client Credentials flow.

    Screenshot of the connector authentication dialog where you enter the user name and password.

  6. Once authentication is complete, the connector displays the Navigator dialog containing a list of sources based on the parameters previously entered.

    Screenshot of the navigator dialog with the list of sources.

  7. Select a single source to display a preview.

  8. Check the box for one or more sources.

  9. Select Load to import the data into Power BI.

    Screenshot of the load dialog indicating the status of the load operation.

  10. Once loaded, the tables appear in the model view. Begin exploring the attributes in the Power BI Fields dialog.

Screenshot of the data model view with the data that was previously loaded.

  1. Start building your report.

Screenshot of the dashboard showing analysis of various types of data.