What Is OfficeConnect?
OfficeConnect is a set of add-ins for Microsoft® Office that extends your financial report building and formatting capabilities with your Adaptive Planning data in Microsoft Excel®, Word®, and PowerPoint®.
You can drag and drop data from your Adaptive Planning instance — for example, Adaptive Planning or Consolidation — into Microsoft Excel to create presentation-quality reports using Excel’s formatting capabilities.
For compelling executive presentations, you can link data from your OfficeConnect report in Excel to board books and other documents in OfficeConnect for Word, and to tables and graphs in OfficeConnect for PowerPoint. You can automatically update these documents and presentations with a single click — no copy/paste or reformatting required.
For additional product information, including the datasheet and video, visit the Adaptive Reporting web page.
Types of Reports OfficeConnect Can Create
|Report formats||Matrix and presentation-quality|
|Financial reports||P&L, balance sheet, statement of cash flow|
|Actual and budget reports||Actuals, budget, forecast, and others|
Word documents combining text (narrative) plus matrix reports (financial and metric results).
|Executive presentations||Slide presentations for boards of directors, external and internal or executive management.|
Features Supported in OfficeConnect
Hardware and Software Requirements
|Operating System||Microsoft Windows® 7 or later (32-bit or 64-bit)
Microsoft Windows® Server 2008 R2 or later
Server/desktop virtualization environments (such as Remote Desktop Services)
NOT SUPPORTED: Mac® OS
|Web Browser||All browsers|
Microsoft Office 2010 or later (32-bit or 64-bit)
Microsoft Office 365 (32-bit or 64-bit)
NOT SUPPORTED: Microsoft Office Online editions
|Memory (RAM)||4 GB minimum
8 GB recommendedSteps to check your RAM are at the bottom of this article.
If the prerequisites aren't already installed, administrative permissions will be requested during the Excel Interface for Planning and OfficeConnect installation. Alternatively, IT can install these prerequisites in advance to allow users to install without administrative permissions.
|Microsoft .NET Framework 4.7||
If you prefer, install .NET 4.7 beforehand.
|Microsoft Visual Studio® Tools for Office Runtime (VSTO 2010)||
If you prefer, install VSTO 2010 beforehand.
|Adaptive OfficeConnect Event Log Components|| If you prefer, install the Adaptive OfficeConnect Event Log Components beforehand.
This item appears in the Windows Add/Remove Programs as a separate entry and allows OfficeConnect and Excel Interface for Planning to log errors and other data to the Windows Event Log.
Promptly install updates for Excel Interface for Planning and OfficeConnect.
When Adaptive releases a new update, each user will be prompted to install the update when logging in to Excel Interface for Planning or OfficeConnect. Each user can do this without administrative permissions, or, if preferred, IT can silently install updates for multiple users.
Promptly install the update before the deadline noted in the prompts. In general, users have 30 days from the release of an update before it becomes mandatory; however, high priority updates may have shorter deadlines.
When Adaptive releases a new update, members of the local Administrators group will be prompted to install the update by a certain date. In general, you have 60 days to install the update from the time of the release.
For the first 45 days, only users with administrative permissions will be notified. After 45 days, users will also start seeing daily notifications of an available update. OfficeConnect and Excel Interface for Planning require the update to be installed by the date listed in the notification.
Although the typical grace period for an update is 60 days from release, the deadline may be shorter for high priority updates.
To check the memory (RAM) installed on the computer:
- Click the Windows Start button.
- In the search box, type msinfo32, and then click OK.
- In the right pane of the System Information dialog box, the number listed for Installed Physical Memory is the RAM installed in your computer.
- Make sure it is at least 4 GB. For optimum performance, Adaptive Insights recommends 8 GB.
Need help installing or using Excel Interface for Planning and OfficeConnect? Contact Adaptive Insights Support.