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2025-05-29 Wolters Kluwer CCH Tagetik connector - Documentation #583

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26 changes: 13 additions & 13 deletions powerquery-docs/connectors/wolters-kluwer-cch-tagetik.md
Original file line number Diff line number Diff line change
Expand Up @@ -18,8 +18,8 @@ ms.subservice: connectors
| Item | Description |
| ---- | ----------- |
| Release State | General Availability |
| Products | Power BI (Semantic Models)|
| Authentication Types Supported | Basic |
| Products | Power BI (Semantic models)<br/>Power BI (Dataflows)<br/>Fabric (Dataflow Gen2) |
| Authentication Types Supported | Basic<br/>OAuth2 Client Credentials flow |

## Prerequisites

Expand All @@ -39,7 +39,7 @@ To connect to Wolters Kluwer CCH Tagetik data:
1. Select **Get data** from the **Home** ribbon in Power BI Desktop and select **More**.
2. Search for **Wolters Kluwer CCH Tagetik** in the list of connectors.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/get-cchtagetik-data.png" alt-text="Screenshot of the Get Data dialog with Wolters Kluwer CCH Tagetik selected.":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/get-cchtagetik-data.png" alt-text="Screenshot of the Get Data dialog with Wolters Kluwer CCH Tagetik selected.":::

3. Select **Connect**.
4. Enter the parameters to connect to the CCH Tagetik environment:
Expand All @@ -49,28 +49,28 @@ To connect to Wolters Kluwer CCH Tagetik data:
* **Analytical Workspace** (optional) is the code of the analytical workspace.
* **Analytical Workspace Dataset or Financial Model** (optional) is the code of the analytical workspace dataset or the code of the financial model.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/window-parameters.png" alt-text="Screenshot of the Wolters Kluwer CCH Tagetik connector parameter dialog.":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/window-parameters.png" alt-text="Screenshot of the Wolters Kluwer CCH Tagetik connector parameter dialog.":::

5. Enter the basic credentials and select **Connect**.
5. Enter the credentials and select **Connect**.

The connector uses ad-hoc credentials (username and password) defined in CCH Tagetik to access and retrieve data through OData APIs.
The connector uses ad-hoc credentials configured in CCH Tagetik to access and retrieve data via OData APIs. The supported authentication methods include Basic Authentication (username and password) and OAuth 2.0 Client Credentials flow.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/authentication-credentials.png" alt-text="Screenshot of the connector authentication dialog where you enter the user name and password.":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/authentication-credentials.png" alt-text="Screenshot of the connector authentication dialog where you enter the user name and password.":::

6. Once authentication is complete, the connector displays the **Navigator** dialog containing a list of sources based on the parameters previously entered.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/navigator-dialog.png" alt-text="Screenshot of the navigator dialog with the list of sources." lightbox="./media/wolters-kluwer-cch-tagetik/navigator-dialog.png":::

:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/navigator-dialog.png" alt-text="Screenshot of the navigator dialog with the list of sources." lightbox="./media/wolters-kluwer-cch-tagetik/navigator-dialog.png":::
7. Select a single source to display a preview.
8. **Check** the box for one or more sources.
9. Select **Load** to import the data into Power BI.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/load.png" alt-text="Screenshot of the load dialog indicating the status of the load operation.":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/load.png" alt-text="Screenshot of the load dialog indicating the status of the load operation.":::

10. Once loaded, the tables appear in the model view. Begin exploring the attributes in the Power BI Fields dialog.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/data-model.png" alt-text="Screenshot of the data model view with the data that was previously loaded." lightbox="./media/wolters-kluwer-cch-tagetik/data-model.png":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/data-model.png" alt-text="Screenshot of the data model view with the data that was previously loaded." lightbox="./media/wolters-kluwer-cch-tagetik/data-model.png":::

11. Start to build your report.
11. Start building your report.

:::image type="content" source="./media/wolters-kluwer-cch-tagetik/dashboard.png" alt-text="Screenshot of the dashboard showing analysis of various types of data." lightbox="./media/wolters-kluwer-cch-tagetik/dashboard.png":::
:::image type="content" border="false" source="./media/wolters-kluwer-cch-tagetik/dashboard.png" alt-text="Screenshot of the dashboard showing analysis of various types of data." lightbox="./media/wolters-kluwer-cch-tagetik/dashboard.png":::