Course Outline
Introduction
Overview of Adaptive OfficeConnect Features for Government
- Plugin capabilities
- Integration with Adaptive Insights
- Adaptive reporting functions
Getting Started with Adaptive OfficeConnect for Government
- Installation process
- Account setup
- User interface and configuration options
Reporting Using Adaptive OfficeConnect for Government
- Integration with Microsoft Excel
- Creating a new workbook (settings and properties)
- Types and behavior of reporting elements
Organizing Data in the Workbook for Government Operations
- Adding report elements
- Data filtering options
- Review tab functionalities
Retrieving Data from Adaptive Insights for Government
- Displaying Adaptive cells
- Data refresh procedures
- Updating elements in reports
Creating Presentations in Microsoft PowerPoint Using Adaptive OfficeConnect for Government
- Navigating OfficeConnect for PowerPoint
- Linking tables and charts to data sources
- Using named ranges for efficient data management
- Updating and disconnecting links as needed
Using Adaptive OfficeConnect in Microsoft Word for Government Documents
- Navigating OfficeConnect for Word
- Linking tables and values within word narratives
- Managing links and Adaptive data integration
- Leveraging named ranges for improved accuracy
Sharing Data to Adaptive Insights for Government Collaboration
- Uploading reports (personal or shared)
- Maintaining and distributing libraries of reports and data
Summary and Conclusion for Government Users
Requirements
- Proficiency with Microsoft Office for government applications
- Demonstrated experience in finance
- Skilled in working with spreadsheets
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.