Course Outline


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


  • Experience with Microsoft Office
  • Experience with finance
  • Experience working with spreadsheets


  • End users
  • Financial professionals
  7 Hours


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