Adaptive OfficeConnect

• Experience with Microsoft Office
• Experience with finance
• Experience working with spreadsheets

Audience

• End users
• Financial professionals

Adaptive OfficeConnect (also known as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in for simplifying the creation of reports in Microsoft Office. OfficeConnect can be integrated with Adaptive Insights for real-time data updating. The software was previously known as Adaptive Insights OfficeConnect.

This instructor-led, live training (online or onsite) is aimed at financial analysts and staff who wish to use Adaptive OfficeConnect in creating financial reports using Microsoft Office Excel, Word, and PowerPoint.

By the end of this training, participants will be able to build, create, and update financial reports in Microsoft Office Suite.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

Overview of Adaptive OfficeConnect Features

• Plugin features
• Integration with Adaptive Insights
• Adaptive reporting

Getting Started with Adaptive OfficeConnect

• Installation
• Setting up an account
• User interface and options

Reporting Using Adapative OfficeConnect

• Integration with MS Excel
• Building a new workbook (settings and properties)
• Reporting element types and behavior

Organizing Data in the Workbook

• Adding report elements
• Filtering data
• Review tab

Retrieving Data from Adaptive

• Showing Adaptive cells
• Refresh data
• Updating elements

Creating Presentations in MS PowerPoint

• Navigating OfficeConnect for PowerPoint
• Linking tables and charts
• Named ranges
• Updating and disconnecting links

Using Adaptive OfficeConnect in MS Word

• Navigating OfficeConnect for Word
• Linking tables and values in word narratives
• Managing links and Adaptive data
• Named ranges

Sharing Data to Adaptive Insights

• Uploading reports (personal or shared)
• Maintaining and distributing libraries

Summary and Conclusion