Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
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.