With OfficeConnect, you can use data from your Adaptive Insights instance to create reports in Microsoft Excel, documents in Microsoft Word, and presentations in Microsoft PowerPoint. OfficeConnect connects your financial data in the cloud to your Microsoft products so they always reflect up-to-date information.
All OfficeConnect reports and documents start with MS Excel. OfficeConnect for Excel lets you create Adaptive Insights reports by dragging and dropping elements, such as time periods and accounts, into rows and columns.
How OfficeConnect Works
Adaptive Insights provides you with powerful plugins for Microsoft Excel, Word, and PowerPoint. To connect to Adaptive Insights, always log in from the OfficeConnect tab in the Excel, Word, or PowerPoint ribbon. The login credentials are shared across OfficeConnect for Excel, Word, and PowerPoint.
OfficeConnect Data Flow
OfficeConnect starts with Adaptive Insights online where you enter or import data. The data is then stored in your Adaptive Insights instance.
When you open OfficeConnect for Excel, you connect to your online instance and all its stored data, which you can use to create OfficeConnect reports. You can then use powerful links in OfficeConnect for Word or PowerPoint to pull in the data from Excel.
After your links are set up, you don't have to relink, update formulas, or reformat across succeeding months or other reporting periods. Just change the report date, refresh the file, and your report is ready to present. Refresh the linked Word documents and PowerPoint presentations and they update too.
When you work directly in Adaptive Insights, cloud-based security measures protect your confidential information.
Your OfficeConnect documents on your company’s network or on your local computer might not be as secure. You can hide the data before you close the files to maintain protection. When you reopen the file, click Refresh to reload the data into the file. See Securing OfficeConnect Files for more information.