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
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.