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Breaking through the status quo by offering a cutting-edge Power BI connector for CCH® Tagetik

The Power BI-connector for CCH® Tagetik

The cpmVision Power BI-connector for CCH® Tagetik offers the same powerful embedded financial intelligence that CCH® Tagetik users have grown accustomed to. It is no longer necessary to make concessions when consuming your financial data through Power BI. With our connector you can utilize financial intelligence, including:

Runtime segment reporting

Presenting data at entity nodes including the anticipated intercompany eliminations

Runtime currency translation

Presenting data in any selected currency and providing powerful capabilities to present constant currency dashboards

Time Intelligence

Presenting data for the period, for the quarter, year-to-date, and other relevant data views


Offering drillable views of the hierarchies you defined in your entity-, account- and custom dimensions

Financial Statements Templates (FSTs)

Unlocking the reporting structures you defined for cash flow statement, key performance indicators, and similar reports

Powerful embedded
financial intelligence

CCH® Tagetik is one of the most advanced corporate performance management solutions available in the market. The solution comes with powerful embedded financial intelligence that allows users to dynamically present managerial consolidations across entity hierarchies in any desired currency without the need to process those consolidations and write them to database. Companies looking to deploy Power BI on top of CCH® Tagetik face challenges because of exactly that financial intelligence.

Power BI-connector for CCH® Tagetik!

The CCH® Tagetik database generally only contains the base level data that Power BI cannot interpret similar to the CCH® Tagetik software. The course of action companies take mostly is to create a significant number of consolidation scenarios that physically write the consolidated data to database. This consolidated data then is migrated to a datawarehouse for consumption through Power BI. A suboptimal situation that takes time for the static data to be processed and extracted and that limits the analytical capabilities of Power BI users. cpmVision breaks through this status quo by offering a cutting-edge Power BI-connector for CCH® Tagetik!

The benefits

With the cpmVision Power BI-connector for CCH® Tagetik you’ll create seamless PowerBI dashboards directly on top of the original scenario data and consolidation scenario data present in CCH® Tagetik’s database. Users experience financial intelligence similar to what they are accustomed to when running CCH® Tagetik reports. Runtime intercompany eliminations, runtime currency translation, and hierarchical structures are just as sophisticated in Power BI as they would have been when using CCH® Tagetik itself. There is no more need to process additional consolidation scenarios and extract data to a datawarehouse!

About cpmVision

cpmVision is an idea of Bas Ranzijn and René Berends. Bas has years of experience with CCH® Tagetik as a CPM consultant and ETL specialist. René Berends is a Power BI guru who knows his way around Power BI and implements intelligence into the dashboards and reports. By combining these two experienced minds cpmVision was born to deliver a seamless CCH® Tagetik experience utilizing the Power BI technology, delivering state-of-the-art BI capabilities while retaining the financial intelligence inherent to CCH® Tagetik.


Our news

Webinar September 15

Posted on Aug 1

Register now for Register now for our webinar so you can witness a demo on this connector working with Power BI , connected to Tagetik.

Curious? Contact us

You want to consolidate your CCH® Tagetik and Power BI investments and want to start a new implementation or want to get to know more about cpmVision? We like to help you. Fill in the form on the right, call us or request a cpmVision demo.

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