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
 7 Hours

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Price per participant

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