Course Outline
Preface
Summary of Adaptive OfficeConnect Capabilities
- Plugin functionality
- Integration with Adaptive Insights
- Adaptive reporting mechanisms
Initial Setup for Adaptive OfficeConnect
- Installation procedures
- Account configuration
- Interface navigation and settings
Generating Reports via Adaptive OfficeConnect
- Integration with MS Excel
- Developing a new workbook (configuration and attributes)
- Reporting element categories and functional behavior
Structuring Data within the Workbook
- Incorporating report components
- Data filtration techniques
- Review interface
Acquiring Data from Adaptive
- Displaying Adaptive cells
- Refreshing data connections
- Modifying elements
Developing Presentations in MS PowerPoint
- Navigating OfficeConnect for PowerPoint
- Linking tables and charts
- Utilizing named ranges
- Updating and severing data links
Utilizing Adaptive OfficeConnect in MS Word
- Navigating OfficeConnect for Word
- Linking tables and values within Word narratives
- Managing data links and Adaptive information
- Utilizing named ranges
Distributing Data to Adaptive Insights
- Uploading reports (individual or collective)
- Managing and disseminating libraries
Concluding Remarks and Assessment
Requirements
- Familiarity with Microsoft Office
- Background in financial operations
- Proficiency in using spreadsheets
Target Audience
- End users
- Financial professionals
Testimonials (2)
The clarity gained on how to build reports within OfficeConnect in Excel & learning how to create interactive dashboards were my favorite pieces of this training.
Patrick Fennell - Milwaukee Brewers Baseball Club, LP
Course - Adaptive OfficeConnect
Dashboards and walking through the exercises together along with extra detail on navigation tips and tricks not covered in the exercise.