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
 7 Hours

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Price per participant

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