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Course Outline
Introduction
Overview of Adaptive OfficeConnect Features
- Plugin capabilities.
- Integration with Adaptive Insights.
- Adaptive reporting.
Getting Started with Adaptive OfficeConnect
- Installation process.
- Account setup.
- User interface and options.
Reporting Using Adaptive OfficeConnect
- Integration with MS Excel.
- Creating a new workbook (settings and properties).
- Types and behavior of reporting elements.
Organizing Data in the Workbook
- Adding report elements.
- Filtering data.
- Review tab.
Retrieving Data from Adaptive
- Displaying Adaptive cells.
- Refreshing data.
- Updating elements.
Creating Presentations in MS PowerPoint
- Navigating OfficeConnect for PowerPoint.
- Linking tables and charts.
- 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 or experience 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.