Get in Touch

Course Outline

Introduction

Overview of Adaptive OfficeConnect Capabilities

  • Core plugin functionalities
  • Integration with Adaptive Insights
  • Reporting capabilities

Initial Setup for Adaptive OfficeConnect

  • Installation procedures
  • Account configuration
  • User interface navigation and options

Generating Reports Using Adaptive OfficeConnect

  • Excel integration
  • Workbook creation (settings and properties)
  • Reporting element types and behavior

Data Organization Within the Workbook

  • Incorporating report elements
  • Applying data filters
  • Utilizing the Review tab

Data Retrieval from Adaptive Insights

  • Displaying Adaptive cells
  • Data refresh procedures
  • Updating elements

Creating Presentations in MS PowerPoint

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

Utilizing Adaptive OfficeConnect in MS Word

  • Navigating OfficeConnect for Word
  • Incorporating linked tables and values into narratives
  • Managing links and Adaptive data
  • Managing named ranges

Sharing Data to Adaptive Insights

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

Summary and Conclusion

Requirements

  • Proficiency in Microsoft Office applications
  • Background in financial operations
  • Familiarity with spreadsheet methodologies

Audience

  • General end users
  • Finance subject matter experts
 7 Hours

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories