WEBVTT

1
00:00:06.991 --> 00:00:17.340
Enhancing the Excel experience with CCH Tagetik. As you're aware, CCH Tagetik comes as a web interface, but it also integrates with Microsoft Office, specifically PowerPoint Word and Excel. Today we are going to focus on Excel.

2
00:00:17.341 --> 00:00:25.691
Here, CCH Tagetik is represented by a couple of ribbons, alongside of regular Excel ribbons, it doesn't take away from any of your existing Excel 
functionality, in fact it enhances it

3
00:00:25.692 --> 00:00:35.042
and familiarity will allow your colleagues to integrate and work with it right away, yet without the inherent negatives of it working in Excel, for example we save all of our workbooks 

4
00:00:35.043 --> 00:00:44.393
to the gallery ,what this means is that CCH Tagetik security will manage how and who can interact with these forms after they've been deployed. The layout is intended to be intuitive, 
should we decide

5
00:00:44.394 --> 00:00:53.744
to make a change to one of these white cells, the system will warn you that they're protected, so we can't inadvertently break the underlying logic of the workbook, we can however make 
changes appear

6
00:00:53.745 --> 00:01:03.090
in the coloured cells and we can immediately see their impact, what's more if we make more changes at a less granular level, we can take advantage of any of the CCH Tagetik spreading.

7
00:01:04.742 --> 00:01:09.842
Additionally, if I want, we can actually embed a formula directly into the workbook.

8
00:01:11.525 --> 00:01:21.338
So in this case we're going to say that red is a function of employment expense, now we can just use our Excel skills to drag this to the right, but we can then go in later on and add

9
00:01:21.339 --> 00:01:31.152
a comment or an attachment to explain to our colleagues how we came up with this formula or what's more we can actually save the formula back to the CCH Tagetik database, so next time we open this 
form we'll actually see this formula.

10
00:01:33.300 --> 00:01:43.015
We can always open up the grouping areas but in CCH Tagetik we can actually select on any one of these values and see the underlined transactions that make up the balance, we then can take 
advantage of the 

11
00:01:43.016 --> 00:01:52.731
intelligent hyperlinks, which will take us on to the next appropriate form. Once we've finished we just need to hit save and this will actually save all these numbers and the formula is backed up to 
CCH Tagetik database.

12
00:01:52.732 --> 00:02:02.448
Later, in navigation mode, we can now see all these numbers alongside our other that are on the budget numbers, in this case in a P&L statement but, as you can see here, none of these numbers are 
linked,

13
00:02:02.449 --> 00:02:12.164
so no fear of broken links making mistakes in our analysis, instead we know these numbers are always current. Now in this case you can see that this number is actually a variance but we can 
actually 

14
00:02:12.165 --> 00:02:21.877
drill down on variances in CCH Tagetik by simply double-clicking and selecting any dimension that we want to see this number broken out at. Additionally, if I want to take these numbers and see them 
in a pivot

15
00:02:23.400 --> 00:02:30.781
CCH Tagetik will lay them out in the pivot and allow me now to slice and dice across any group of dimensionality, thus furthering our analysis.