Self-service reporting and analytics powered by GenAI

Imagine generating CPM reports was as easy as asking your phone for today’s weather. Now it is.

CCH Tagetik Intelligent Analytics with its Excel 365 Add-in is a first-of-its-kind self-service reporting and analytics engine available in our Intelligent Platform. Just Ask AI - your AI agent - a question by voice or chat, and it instantly delivers the answer in the best format: chart, table, report, dashboard, or graph.

With Intelligent Analytics, your team has easy access to insights once buried in large volumes of enterprise data. By combining trusted modeling, reporting, and visualization tools, it surfaces strategic intelligence in seconds. All you need to do is ask.

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3 reasons why CCH Tagetik Intelligent Analytics let's you focus on your business

You ask, GenAI answers

Interact with data in a whole new way. Ask AI augments data exploration. Use Ask AI to identify performance insights buried deep within financial and non-financial data. 

Automatically visualize data  

Presentation shapes perception. Intelligent Analytics automatically generates charts, tables, dashboards, or graphs that paint a clear picture of performance. 

Instantly generate reports 

Give your Excel 365 spreadsheets the power of Ask AI. Instantly transform raw data large, complex spreadsheets into actionable information. 
Ask AI is your helpful assistant

Ask AI is your helpful assistant

“Tell me the sales revenue for product X in all BUs during last quarter.”

No longer do you have to search your CPM reports, filings, presentations, or records for the information you’re looking for. Simply Ask AI and it will find, and visualize, the answer.

  • Real-time performance analytics and monitoring 
  • Enhanced data exploration and analysis 
  • Executive-level insights  
  • Improved reporting performance on large data volumes 
  • Intuitive analysis experience  
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Mine reporting analytics from enormous data volumes

Our AI agent facilitates sophisticated data interpretation. Intelligent Analytics makes deep connections within enterprise data, transcending barriers like dimensions, hierarchies, and departmental siloes.

  • Easily create dashboards on-the-fly  
  • Ask questions and Ask AI immediately answers  
  • Generate multiple drillable charts on dashboards  
  • No-code dashboards and data visualizations  
  • Instantly produce analytics via verbal or chat box request
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Mine and analyze reporting analytics from enormous data volumes
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Turn large Excel 365 spreadsheets into powerful insight engines

The Intelligent Analytics Excel Add-in brings the power of Ask AI into Excel 365. Analyze data, build reports, and transform raw spreadsheet data into actionable information — all with the help of your AI agent.

  • Use Ask AI to query and create reports from large Excel 365 spreadsheets at speed
  • Share reports and collaborate via Microsoft SharePoint
  • Enhance your familiar Excel environment with advanced reporting/data analysis
  • Ensure accuracy by connecting Excel directly to CCH Tagetik
  • Analyze multiple tables and datasets simultaneously
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