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Course Outline
Introduction
Adaptive OfficeConnect: Functional Overview
- Plugin capabilities
- Integration with Adaptive Insights platform
- Automated reporting functions
Initial Setup and Configuration
- Software installation procedures
- Account provisioning and authentication
- User interface navigation and configuration options
Executing Reports via Adaptive OfficeConnect
- Microsoft Excel integration protocols
- Workbook creation: Configuration settings and properties
- Report element specifications and operational behavior
Data Structuring within Workbooks
- Incorporating report components
- Data filtering methodologies
- Review interface functions
Data Retrieval from Adaptive Systems
- Displaying Adaptive cell references
- Data refresh procedures
- Element update mechanisms
Generating Presentations in Microsoft PowerPoint
- Navigating the OfficeConnect for PowerPoint interface
- Linking tabular data and graphical visualizations
- Utilizing named ranges
- Managing link integrity and disconnecting data streams
Utilizing Adaptive OfficeConnect in Microsoft Word
- Navigating the OfficeConnect for Word interface
- Integrating tabular data and values into narrative documents
- Managing links and Adaptive data dependencies
- Defining and using named ranges
Data Submission to Adaptive Insights
- Uploading reports for personal or shared use
- Maintaining and distributing content libraries
Summary and Conclusions
Requirements
**Core Competencies**
* Proficiency in Microsoft Office suite applications.
* Demonstrated background in financial operations and principles.
* Advanced capability in the development and manipulation of complex spreadsheets.
**Target Audience**
* Operational end users.
* Specialized financial personnel within the public sector.
7 Hours
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.
