cpmVision vs Standard CCH Tagetik Power BI Connector

cpmVision is the ideal foundation for a modern corporate Power BI strategy. It delivers more capability, more intelligence and a significantly lower Total Cost of Ownership compared to the standard CCH Tagetik connector.

Where the standard connector provides static, limited access to CCH Tagetik data, it also requires extensive manual work. Users must build hierarchies themselves, recreate financial structures in DAX, maintain custom logic, and manually stitch together period, scenario and currency intelligence. Nothing is dynamic, and every change in CCH Tagetik must be rebuilt in Power BI, creating complexity, errors and ongoing maintenance effort.

cpmVision removes all of this. It provides a secure, scalable and high-performance integration that automatically understands and applies your financial logic. From day one it brings in all hierarchies, metadata, financial intelligence and security in a dynamic and governed way. Updates in Tagetik flow through automatically, without the need for manual rework.

This results in faster implementations, significantly reduced reliance on IT and a trusted environment for enterprise-grade reporting in Power BI. It is a future-proof approach for any organization looking to elevate its finance analytics.

With cpmVision, all expertise required to set up a robust finance strategy in Power BI is embedded from the start. We support you with security, governance, reporting and extensibility, and we help organizations worldwide successfully implement their Finance and FP&A reporting in Power BI.

Looking to have your management and analytical reports live in as little as eight to ten weeks? Get in touch.

cpmVision: A Financial Reporting Powerhouse with AI

Since 2020, cpmVision has established its own secure connection to CCH Tagetik, using OAuth2 authentication to ensure maximum security. Beyond reliable access to financial data in Power BI, cpmVision adds powerful collaboration features that go far beyond standard reporting.

One of the most valued capabilities is the AI-infused commenting function, which allows users to add context directly to reports and dashboards. Financial professionals can share insights, clarify assumptions, and capture decision-making notes right alongside the numbers. This makes reports not only more interactive, but also a living record of discussions and actions.

Another key capability is cpmVision anomaly detection. This feature automatically identifies unusual patterns or outliers in financial data, alerting users to potential errors, fraudulent activity, or significant shifts in business performance that might otherwise go unnoticed.

Discover how cpmVision combines secure data integration, advanced reporting, and collaborative commenting to truly enhance financial performance management.

Check the cpmVision AI video's here.

Standard connector: A Basic Bridge

The standard CCH Tagetik Power BI connector offers a simple, manual connection to your financial data and works for basic reporting needs. As soon as your requirements grow toward richer analysis, higher volumes or broader collaboration, its limitations become clear.

cpmVision is built to remove those limits. Designed for enterprise reporting, it processes complex financial structures and large datasets with ease while adding capabilities the standard connector does not provide. One of these is in-report commenting, which allows finance teams to explain variances, add context and share insights directly inside Power BI.

With cpmVision, financial reporting becomes secure, scalable and genuinely collaborative.

Financial Finesse

cpmVision is fluent in the language of finance. It seamlessly integrates your financial hierarchies, segments, and FSTs (Financial Statement Templates) within Power BI, ensuring your analysis is built on a solid foundation.

Speed Demon Performance

Large datasets can cripple traditional reporting tools. cpmVision utilizes a pre-built, optimized data model specifically designed for financial data. This translates to lightning-fast loading times and smooth performance, letting you focus on insights instead of waiting.

Scalability Superhero

Whether your data volume grows exponentially or you onboard new users, cpmVision can handle it. Its scalable architecture ensures smooth performance even with massive datasets and a growing user base.

ESG Reporting Champion

cpmVision empowers you to report on ESG data alongside your financial data, providing a holistic view of your organization's performance. This is crucial for businesses that prioritize sustainability and stakeholder reporting.

Superb Expertise and reporting templates

cpmVision has a unique blend of finance and BI experts with years of experience in both fields. Moreover, cpmVision has developed some very sophisticated reporting templates that have been challenged by CFO’s worldwide, which give you the perfect head start.

AI-Powered Insights

cpmVision integrates seamlessly with Microsoft's AI assistant, CoPilot, within Power BI. This unlocks a new level of financial analysis, allowing you to leverage AI for tasks like data exploration, trend forecasting, and anomaly detection, all directly within your reports.