Course Outline
Introduction
Overview of Adaptive OfficeConnect Features for Government
- Plugin features
- Integration with Adaptive Insights
- Adaptive reporting
Getting Started with Adaptive OfficeConnect for Government
- Installation
- Setting up an account
- User interface and options
Reporting Using Adaptive OfficeConnect for Government
- Integration with MS Excel
- Building a new workbook (settings and properties)
- Reporting element types and behavior
Organizing Data in the Workbook for Government
- Adding report elements
- Filtering data
- Review tab
Retrieving Data from Adaptive Insights for Government
- Showing Adaptive cells
- Refreshing data
- Updating elements
Creating Presentations in MS PowerPoint for Government
- Navigating OfficeConnect for PowerPoint
- Linking tables and charts
- Named ranges
- Updating and disconnecting links
Using Adaptive OfficeConnect in MS Word for Government
- Navigating OfficeConnect for Word
- Linking tables and values in word narratives
- Managing links and Adaptive data
- Named ranges
Sharing Data to Adaptive Insights for Government
- Uploading reports (personal or shared)
- Maintaining and distributing libraries
Summary and Conclusion
Requirements
- Proficiency with Microsoft Office applications
- Familiarity with financial processes and principles
- Experience in managing and working with spreadsheets
Audience for government
- End users within federal, state, and local agencies
- Financial professionals serving in public sector roles
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.