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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    Wolters Kluwer CCH® Tagetik

    Score8.5 out of 10
    N/ATagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.N/A
    Pricing
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Editions & Modules
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Considered Both Products
    Microsoft
    No answer on this topic
    Wolters Kluwer
    Chose Wolters Kluwer CCH® Tagetik
    CCH Tagetik was in the end the best choice for us. As I was not directly involved in the decision making process, I don't have all the details, but a combination of costanalysis, ease-of-use, migration-analysis and the fact that CCH Tagetik has a dutch office almost in walking …
    Incentivized
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    100%
    Would buy again
    18 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    18 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    100%
    Happy with the feature set
    18 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    13 Answers
    89%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    91%
    Implementation went as expected
    10 Answers
    Features
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    7% above category average
    Pixel Perfect reports8.546 Ratings8.07 Ratings
    Customizable dashboards9.653 Ratings8.58 Ratings
    Report Formatting Templates8.951 Ratings8.09 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    5% below category average
    Drill-down analysis8.548 Ratings6.623 Ratings
    Formatting capabilities8.253 Ratings7.123 Ratings
    Integration with R or other statistical packages8.342 Ratings7.17 Ratings
    Report sharing and collaboration8.953 Ratings8.716 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Publish to Web9.348 Ratings9.910 Ratings
    Publish to PDF9.148 Ratings9.913 Ratings
    Report Versioning7.444 Ratings7.712 Ratings
    Report Delivery Scheduling8.547 Ratings9.911 Ratings
    Delivery to Remote Servers8.426 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.651 Ratings8.07 Ratings
    Location Analytics / Geographic Visualization8.748 Ratings8.04 Ratings
    Predictive Analytics7.745 Ratings9.06 Ratings
    Pattern Recognition and Data Mining8.76 Ratings9.11 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    16% above category average
    Multi-User Support (named login)9.449 Ratings9.923 Ratings
    Role-Based Security Model9.347 Ratings9.922 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.949 Ratings9.923 Ratings
    Report-Level Access Control9.36 Ratings9.94 Ratings
    Single Sign-On (SSO)9.431 Ratings9.216 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    3% above category average
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    18% below category average
    Responsive Design for Web Access8.239 Ratings5.08 Ratings
    Mobile Application8.030 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.839 Ratings7.16 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    REST API9.221 Ratings00 Ratings
    Javascript API8.821 Ratings00 Ratings
    iFrames8.820 Ratings00 Ratings
    Java API8.718 Ratings00 Ratings
    Themeable User Interface (UI)8.021 Ratings00 Ratings
    Customizable Platform (Open Source)7.319 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Long-term financial planning00 Ratings8.235 Ratings
    Financial budgeting00 Ratings8.143 Ratings
    Forecasting00 Ratings8.240 Ratings
    Scenario modeling00 Ratings8.634 Ratings
    Management reporting00 Ratings9.046 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    12% above category average
    Financial data consolidation00 Ratings8.940 Ratings
    Journal entries and reports00 Ratings8.337 Ratings
    Multi-currency management00 Ratings8.334 Ratings
    Intercompany Eliminations00 Ratings9.337 Ratings
    Minority Ownership00 Ratings8.630 Ratings
    Local and consolidated reporting00 Ratings9.944 Ratings
    Detailed Audit Trails00 Ratings8.236 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.042 Ratings
    Management Reporting00 Ratings8.947 Ratings
    Excel-based Reporting00 Ratings8.150 Ratings
    Automated board and financial reporting00 Ratings9.035 Ratings
    XBRL support for regulatory filing00 Ratings9.920 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Personalized dashboards00 Ratings8.426 Ratings
    Color-coded scorecards00 Ratings8.020 Ratings
    KPIs00 Ratings8.624 Ratings
    Cost and profitability analysis00 Ratings8.322 Ratings
    Key Performance Indicator setting00 Ratings8.022 Ratings
    Benchmarking with external data00 Ratings8.014 Ratings
    Integration
    Comparison of Integration features of Microsoft BI (MSBI) and Wolters Kluwer CCH® Tagetik
    Feature
    Microsoft BI (MSBI)
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.2
    47 Ratings
    13% above category average
    Flat file integration00 Ratings9.339 Ratings
    Excel data integration00 Ratings9.145 Ratings
    Direct links to 3rd-party data sources00 Ratings9.131 Ratings
    Best Alternatives
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Small Businesses
    Cyfe
    Score4 out of 10
    No answers on this topic
    Medium-sized Companies
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Sisense
    Score6.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    8.9
    (77 ratings)
    9.0
    (50 ratings)
    Likelihood to Renew
    8.0
    (25 ratings)
    9.1
    (11 ratings)
    Usability
    8.9
    (19 ratings)
    8.7
    (18 ratings)
    Availability
    9.5
    (2 ratings)
    7.3
    (2 ratings)
    Performance
    7.0
    (2 ratings)
    9.1
    (2 ratings)
    Support Rating
    8.9
    (15 ratings)
    9.1
    (6 ratings)
    In-Person Training
    6.9
    (3 ratings)
    9.0
    (3 ratings)
    Online Training
    8.5
    (2 ratings)
    9.1
    (2 ratings)
    Implementation Rating
    9.6
    (7 ratings)
    5.5
    (3 ratings)
    Configurability
    10.0
    (2 ratings)
    9.1
    (2 ratings)
    Data Sharing and Collaboration
    8.5
    (42 ratings)
    -
    (0 ratings)
    Data Sources
    8.4
    (41 ratings)
    -
    (0 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.2
    (2 ratings)
    User Testimonials
    Microsoft BI (MSBI)Wolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    Microsoft
    Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
    Incentivized
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    Wolters Kluwer
    Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs
    Read full review
    Pros
    Microsoft
    • Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
    • Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
    • Transfer of data from one application to another via Excel and comparison of data attributes between applications
    • Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.
    Incentivized
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    Wolters Kluwer
    • Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
    • Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
    • Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
    • SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
    • AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.
    Incentivized
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    Cons
    Microsoft
    • MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
    • It would be a lot better if it is a little low on cost.
    • it needs to create opportunities little more than they do regarding customization of some very unique visualization effects
    Read full review
    Wolters Kluwer
    • Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
    • Improved Excel compatibility e.g. formula driven reporting and dash boarding.
    • Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.
    Incentivized
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    Likelihood to Renew
    Microsoft
    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    Read full review
    Wolters Kluwer
    Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.
    Read full review
    Usability
    Microsoft
    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Incentivized
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    Wolters Kluwer
    Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.
    Incentivized
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    Reliability and Availability
    Microsoft
    The product has been reliable.
    Read full review
    Wolters Kluwer
    CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.
    Incentivized
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    Performance
    Microsoft
    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
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    Wolters Kluwer
    As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.
    Incentivized
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    Support Rating
    Microsoft
    MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
    Incentivized
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    Wolters Kluwer
    I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed
    Incentivized
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    In-Person Training
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
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    Wolters Kluwer
    At the official deployment of the original product Controlling and Accounting teams went to Lucca and were walked through the product, Excel usage, Design, ETL run
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    Online Training
    Microsoft
    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
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    Wolters Kluwer
    several times since the deployment of the product in 2013 we got on-line training on new functions or on very specific questions/issues (e.g. ETL customisation), followed by the usage of the Learning Hub since 2025
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    Implementation Rating
    Microsoft
    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
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    Wolters Kluwer
    we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand
    Incentivized
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    Alternatives Considered
    Microsoft
    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    Incentivized
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    Wolters Kluwer
    I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.
    Incentivized
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    Scalability
    Microsoft
    No answers on this topic
    Wolters Kluwer
    A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.
    Incentivized
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    Return on Investment
    Microsoft
    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Incentivized
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    Wolters Kluwer
    • Gave us a tool that can absolutely grow with us to help multi phase implementations.
    • A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
    • Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.
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    ScreenShots

    Wolters Kluwer CCH® Tagetik Screenshots

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