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Course Outline

Introduction

Overview of Adaptive OfficeConnect Features

  • Plugin features.
  • Integration with Adaptive Insights.
  • Adaptive reporting capabilities.

Getting Started with Adaptive OfficeConnect

  • Installation procedures.
  • Setting up an account.
  • 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.
  • Filtering data.
  • Utilizing the 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.
  • 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.
  • Utilizing named ranges.

Sharing Data to Adaptive Insights

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

Summary and Conclusion

Requirements

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

Audience

  • End users.
  • Financial professionals.
 7 Hours

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