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Course Outline

Introduction

Overview of Adaptive OfficeConnect Features

  • Plugin capabilities
  • Integration with Adaptive Insights
  • Adaptive reporting functionalities

Getting Started with Adaptive OfficeConnect

  • Installation process
  • Account setup
  • User interface and configuration options

Reporting Using Adaptive OfficeConnect

  • Integration with MS Excel
  • Creating a new workbook (settings and properties)
  • Reporting element types and behaviors

Organizing Data in the Workbook

  • Adding report elements
  • Data filtering techniques
  • Review tab features

Retrieving Data from Adaptive

  • Displaying Adaptive cells
  • Refreshing data
  • Updating elements

Creating Presentations in MS PowerPoint

  • Navigating OfficeConnect for PowerPoint
  • Linking tables and charts
  • Utilizing named ranges
  • Updating and disconnecting links

Using Adaptive OfficeConnect in MS Word

  • Navigating OfficeConnect for Word
  • Linking tables and values within Word narratives
  • Managing links and Adaptive data
  • Named ranges

Sharing Data to Adaptive Insights

  • Uploading reports (personal or shared)
  • Maintaining and distributing libraries

Summary and Conclusion

Requirements

  • Proficiency with Microsoft Office applications
  • Background in finance
  • Experience working with spreadsheets

Target Audience

  • End users
  • Financial professionals
 7 Hours

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