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Amsterdam, May 28th 2020

cpmVision releases version 1.2 of their Power BI-connector for CCH® Tagetik

cpmVision, a revolutionary Power BI-connector for CCH® Tagetik, today announces the release of version 1.2 of their solution. The connector offers powerful embedded financial intelligence in Power BI that CCH® Tagetik users have grown accustomed to when running reports directly on CCH® Tagetik. Version 1.2 contains amongst others the following functionality:

  • Fully automated load of CCH® Tagetik data and metadata into Power BI, including all dimensions and hierarchies;
  • Fully automated load of Financial Statements Templates (FSTs) so Power BI users can easily analyze income statements, balance sheets, cash flow statements and key performance indicators;
  • Time intelligence including periodic views, year-to-date views, quarterly views, last twelve months total views, and much more;
  • Runtime currency translation in Power BI based on application settings (periodic/YTD) enabling the review of financial data in any selected currency;
  • Runtime segment reporting in Power BI enabling the presentation of consolidated data at any hierarchical node;
  • Comments reporting leveraging text fields entered in CCH® Tagetik to provide rich analytical information in Power BI.

The cpmVision connector can be deployed on any database technology supported by CCH® Tagetik, including SQL, SAP HANA, Oracle, and PostgreSQL. Bas Ranzijn, Senior Solution Architect at cpmVision commented: “From the very first moment we started developing cpmVision we felt it was crucial that everything – from data and metadata through to FSTs and FST formulas – is loaded automatically from CCH® Tagetik into Power BI. This strategy has turned out to be an extremely powerful element of our solution. There is no configuration needed in Power BI, all functionality is loaded straight from CCH® Tagetik. Customers literally can start consuming CCH® Tagetik data in Power BI in a matter of hours.

cpmVision is a joint venture between Satriun, a CCH® Tagetik Platinum Partner, and iqbs, a Microsoft Gold Partner. cpmVision furthermore is a partner to Zebra BI, providing rich visuals for the Power BI-connector. “We managed to effectively combine the expertise and enthusiasm of three partners”, says René Berends, Managing Partner iqbs and Technology Director cpmVision. “This provides our customers with the unique opportunity to leverage the financial intelligence of CCH® Tagetik in the Power BI client using rich Zebra BI visualizations.”

In case of questions related to cpmVision and its Power BI-connector for CCH® Tagetik, please contact Otis Victoria or Jeroen Vinke (

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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