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 Duration 7 hours

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

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