OfficeConnect Tab Buttons on the Excel Ribbon

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Describes each button of the OfficeConnect tab in the Excel ribbon with links to the how-to articles.

The OfficeConnect tab appears in the Excel ribbon after you have installed OfficeConnect. This page explains the toolbar's buttons and their functions.

OfficeConnect Buttons

	Log Out: Logs you out of OfficeConnect after you have logged in.
	Update Elements: Refresh the element list to make sure you have access to all the latest.
	Refresh: Populates the worksheet with the most current Adaptive Planning data. Drop-down options: Current Selection: Refreshes only the selected columns, rows, and cells. Great option for large reports to speed up refresh time. Selected Sheets (default): Refreshes the active sheet of the workbook. If you just click the button without accessing the drop-down, this is the default refresh. All Sheets: Refreshes all the sheets of the workbook.
	Workbook Properties: Set the defaults and properties for the entire workbook, including filters, rounding, relative time, currency, and default displays. See Workbook Properties.
	User Settings: Set your personal defaults for any new reports you create or open. See User Settings.
	Labels: Add, edit, or delete labels in selected cells of your OfficeConnect report.
	Label Suppression: Suppress your labels to see the actual elements on your OfficeConnect report.
	Selection Properties: Change the properties of selected columns, rows, or cells. See Selection Properties.
	Clear Data: Hides the data temporarily. The text you enter in the Security block result text of your User Settings replaces the Adaptive Planning data until you or another user refreshes the report. See Secure OfficeConnect Files.
Show Toggles	Select what you want to see on the interface and clear what you want to hide. Task Pane: Show or hide the Reporting pane. Review: If you select Show Reporting Pane, choose to show or hide the Review tab in the Reporting pane. Filters: If you select Show Reporting Pane, choose to show or hide the filter tab in the Reporting pane.
	Hide Zeros and Blanks: Toggle to hide or show zeros and blanks according to the settings in your User Settings, Workbook Properties, and Selection Properties. See Manage Zeros and Blanks.
	Linked Cells: Toggle to highlight cells and labels connected to Adaptive Planning data according to your User Settings. See Highlight Data from Adaptive Planning.
	Expand: Expand a parent element to show the underlying child elements. See Explore the Contents of a Report.
	Collapse: Collapse a parent element to hide the underlying child elements and only view the rollup. See Explore the Contents of a Report.
	Explore Cell: Opens Cell Explorer so you can see the roots of the data in a cell, including the accounts, the original values entered per time period, and the sheets where that value is viewed and updated. See Explore the Contents of Cells.
	Worksheet Filters: Set the filters for the worksheet. See Add Elements to Report Filters.
	Repeating Reports: Build repeating reports with the elements in this report. See Use Repeating Reports.
	Group: Create element groups from elements already applied to a report.
	Manage: View, navigate, and update element groups in a report.
	Update: Refresh element groups for the entire workbook to reflect latest data and element structure.
	Apply Elements to Selection: Add selected elements to the worksheet.
	Find: Use keywords to find elements in the report or replace elements. See Find and Replace Elements in Reports.
	Cut, copy and paste elements and related data into different columns, rows, or cells. See Change or Move Elements on Reports.
	Move or copy OfficeConnect reporting elements within the same workbook or to a new or existing workbook.
	Choose from the drop-down: Online Help: link to contextual help articles, like this one. Check for Update: see if you need to update your version of OfficeConnect. About: check your current version. Check out the version history to make sure you're using the latest version.