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Course Outline

Introduction

Overview of Adaptive OfficeConnect Features

  • Plugin capabilities
  • Integration with Adaptive Insights
  • Adaptive reporting functions

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

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

Audience

  • End users
  • Financial professionals
 7 Hours

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