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
Her personality and thoroughness!
Tamara Garrison, PGA Tour
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 - Jamie Norton, Milwaukee Brewers Baseball Club, LP
Dashboards and walking through the exercises together along with extra detail on navigation tips and tricks not covered in the exercise.