OfficeConnect Technical Requirements
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 Insights data in Microsoft Excel®, Word®, and PowerPoint®.
You can drag and drop data from your online instance 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 Reporting web page.
Types of Reports OfficeConnect Can Create
Report Type | Description |
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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 |
Board books |
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
Features | Description |
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Excel |
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Word |
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PowerPoint |
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