Corporate and Managerial Finance

We bring it from CCH® Tagetik to Power BI in our synchronized financial intelligent datamodel.
Easy to use, beautiful to watch.


BI on CCH® Tagetik needs more...

... than just the financial data from the scenario's. As you might have found out the hard way, extracting only the financial data into a Power BI datamodel is not enough. You need more.

With cpmVision you connect Power BI, or any other BI solution, the right way.

... BI needs cpmVision

Our 4 steps bring CCH® Tagetik data and intelligence to Microsoft Power BI or any other BI solution.

cpmvision-4 step-01-etl-

Step 1: the cpmVision ETL

Utilizing state of the art cloud components like Databricks and Azure, we have created a dynamic ETL, that will get new data from CCH® Tagetik in a heartbeat.

Extract, transform and load, the intelligent way!

cpmvision-4 step-02-datamodel

Step 2: the cpmVision Datamodel

Our Financial Intelligent Datamodel makes sure you have all data needed to bring you reporting to the interactive platform and away from Excel and PowerPoint for good.


cpmvision-4 step-03-security

Step 3: row level security

We sync security roles and rights directly from CCH® Tagetik and combine CCH® Tagetik Users with cpmVision Users. Both are managed within the CCH® Tagetik application.

The cpmVision ETL translates this information to row level security setting on the datamodel level.


Step 4: Power BI Reports

When you choose Microsoft Power BI as your platform, you can use the cpmVision report Pack. It holds the basic reports like the Balance sheet, Income Statement and Cashflow Statement. 

This will give you a head start in combining easy to use Power BI platform, with the Financial Intelligence from CCH®  Tagetik.

Get rid of PowerPoint decks...

... and start sharing a dynamic Power BI report instead with all the intelligence you need.

cpmVision gives you all your Hierarchies and FST's, dynamically synchronized with CCH® Tagetik. Combined with the powerful Time Intelligence, you can now simply start your segment reporting and enable self-service analysis, within one single report.

cpmVision Commenting

We make it easy to manage feedback and clarifications, directly in your Power BI reports.

cpmVision makes it possible to manage and store comments, within your Power BI report. Of course, we made it context aware. Depending on the filters (e.g. time period, or entities) the applicable comments are shown and updated.


cpmVision Overview

The following sums up what functionality you get when you implement our cpmVision. 

Covered CCH® Tagetik functionality

  • Cloud & On Premise
  • Financial & Analytical Workspace connection

Dynamic Loading

  • CCH® Tagetik masterdata
  • CCH® Tagetik Financial Statements
  • CCH® Tagetik Advanced FSTs

Financial Intelligence

  • Currency Translation
  • Time Intelligence
  • Segment Reporting
  • Like for Like Comparisons
  • Comments Reporting
  • Self Service Analytics

Covered BI solutions

All BI solutions that can connect to Azure Analysis Services, like:

  • Microsoft Power BI
  • Qlik
  • XLCubed
  • Tableau
  • CXO Cockpit
    and more

Included in subscription

  • cpmVision Extract, Transform & Load logic
  • cpmVision Financial Intelligent Dataset
  • cpmVision Sample Reports


  • Zebra BI custom visuals
  • Training
  • Report development
  • Datawarehouse integrations
Lucca 2023

We love to help!

We are committed to making reporting easy. If you have anything to share, or a question, please let us know.