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CCH Tagetik & Microsoft integration

Take advantage of your Microsoft technology investments

If you’re in finance, there is a good chance you use Microsoft® Excel and other business tools like PowerPoint, Word or SharePoint. If your company runs Microsoft SQL Server, then your finance team is likely familiar with Analysis Services, PowerView, and PowerBI.

CCH Tagetik and Microsoft integration is easy. There’s no learning curve to using our corporate performance management software with existing Microsoft business intelligence software. CCH Tagetik financial software helps you maximize your existing technology investments, at lower cost, so you derive greater value.

Microsoft Software


Easy, familiar and friendly

Easy, familiar and friendly Microsoft Office interfaces and capabilities

Automatically update

Automatically update narrative and numbers from a single database into Microsoft Word and Microsoft PowerPoint documents

Maximize your existing investments

Maximize your existing investments and comfort in Microsoft technology

Conduct intuitive analysis

Conduct intuitive analysis with advanced but simplified reporting capabilities

Easily coordinate reporting

Easily coordinate reporting across your organization with collaborative workflows that use the Microsoft Office suite

Empower business decisions

Empower business decisions when Excel is enhanced by analytic functions, data drilling and dashboards

CCH Tagetik unified corporate performance management software seamlessly integrates with MICROSOFT

Microsoft Excel

The combination of Excel and CCH Tagetik arms finance users with flexibility of Excel and built-in financial intelligence, workflow, and control of CCH Tagetik. CCH Tagetik fits well in any Microsoft IT environment by utilizing SQL Server, PowerBI and SharePoint and integration with Dynamics AX and NAV.

Microsoft Word

Streamline the creation of annual reports, board books and other narrative reports using CCH Tagetik with Microsoft Word. Assign sections to different contributors who can work on the report at the same time without compromising data quality, version control or accuracy.

Microsoft PowerPoint

CCH Tagetik enables collaborative reporting using PowerPoint to create quarterly investor or earnings call presentations using CCH Tagetik’s financial information, security, workflow and audit logs and collaboration features. Multiple users can work on narrative reports in PowerPoint using packaged templates and financial data from CCH Tagetik.

Microsoft Power BI

Using CCH Tagetik’s integration with Power BI, you can easily visualize the financial information from CCH Tagetik.  It's a great way to provide users to type in questions in a 'natural language' and receive answers in the form of interactive visualizations.

Microsoft SharePoint

If you’re one of SharePoint’s 100+ million users, then you know how easy it is to create, collaborate and share Microsoft-generated content. With CCH Tagetik Webparts you can access specific CCH Tagetik data or access the CCH Tagetik application from within SharePoint.

Microsoft SQL Server

CCH Tagetik runs on SQL Server and works with Microsoft Analysis Services for advanced reporting and analytics. CCH Tagetik is a Microsoft Gold partner and a member of the Microsoft Business Intelligence Partner Advisory Council - including winning the Microsoft ISV Partner of the Year Award.

Microsoft Dynamics AX and NAV

If you're using Microsoft Dynamics AX or NAV, we've got a connector for you.  The connector imports account elements, custom dimensions, general ledger data and intercompany information. With its simple user interface you can map and transform elements, and define custom mapping with ease.

Extend the Value of Microsoft

With CCH Tagetik you can leverage the entire Microsoft technology stack. From SQL Server, to PowerBI, you can take advantage of your investments in Microsoft technology and skill sets.  This way, your CIO is happy and the Office of Finance can use the Microsoft Office tools they know and love.

MICROSOFT & CCH Tagetik Software is trusted by leading companies across all industries


Consolidation, Closing, Reporting, KPIs, Analytics reporting, Budgeting & Planning

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Consolidation, Budgeting & Planning, Reporting

Read the case study

M+W Group

Budgeting, Planning, Consolidation, Reporting, Disclosure Management

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Zhuzhou times new material technology

Consolidation, Analytics Reporting


Consolidation, Global Budgeting & Planning, Reporting

Supreme Foodservice

Planning, Reporting, Consolidation


Customer Quotes

On Demand Webinar

How to Expand the Power of CPM Using Microsoft Office

In this webinar, you will learn how to quickly leverage enhancements and new capabilities within MS Office without requiring any changes to the underlying CPM system; leverage full MS Office suite for external reporting, including highly formatted financial books with graphs, charts and commentary; extend usage to a broader user base including operations, tax, treasury and the C-suite.

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