Course Outline
Introduction
Overview of Adaptive OfficeConnect Features
- Plugin features
- Integration with Adaptive Insights
- Adaptive reporting
Getting Started with Adaptive OfficeConnect
- Installation
- Setting up an account
- User interface and options
Reporting Using Adapative OfficeConnect
- Integration with MS Excel
- Building a new workbook (settings and properties)
- Reporting element types and behavior
Organizing Data in the Workbook
- Adding report elements
- Filtering data
- Review tab
Retrieving Data from Adaptive
- Showing Adaptive cells
- Refresh 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 in 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
- Experience with Microsoft Office
- Experience with finance
- Experience working with spreadsheets
Audience
- End users
- Financial professionals
Testimonials (8)
Prepared examples and techniques that I did not know
Magdalena - LKQ Polska Sp. z o. o.
Course - Advanced MS PowerPoint
Machine Translated
Showing examples, pictorial way of translating
Aneta - LKQ Polska Sp. z o. o.
Course - Visual Basic for Applications (VBA) in Excel (intermediate level)
Machine Translated
The instructor's interaction with the participants, knowledge, openness to discussion and ideas.
Paweł - LKQ Polska Sp. z o. o.
Course - Visual Basic for Applications (VBA) in Excel (intermediate level)
Machine Translated
practical examples
weronika josiek - Denso
Course - Advanced MS PowerPoint
Machine Translated
exhaustion of topics
Karol - VOLKSWAGEN POZNAŃ SP. Z O.O.
Course - Excel Advanced with VBA
Machine Translated
The pace of classes is perfect, not too fast, not too slow, lots of examples and exercises. Each participant could freely perform the exercises without any pressure to answer questions. Everyone could act in their own time, and in case of a failed attempt, you could catch up when the trainer showed the solution.
Anna - VOLKSWAGEN POZNAŃ SP. Z O.O.
Course - Excel Advanced with VBA
Machine Translated
Creating tables and calculating their data.
Katarzyna Ciunajcis
Machine Translated
I really was benefit from the real life practical examples.