Merge pull request MicrosoftDocs#583 from FBattaglia999/dev-wkpbiconnector

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

Author: DougKlopfenstein

powerquery-docs/connectors/media/wolters-kluwer-cch-tagetik/authentication-credentials.png

@@ -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
 
@@ -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:
@@ -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":::