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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create New Reports

Introduces the steps to create basic reports with OfficeConnect.

OfficeConnect for Excel is similar to the online reports in Adaptive Insights.

You drag and drop elements into the worksheet and add filters. Elements create intersections that display various slices of data.  You can also format the report with Excel functions, Adaptive Insights labels, and properties.

Before You Begin

Get to know the:

  • Interface of OfficeConnect
  • Report Elements for building an OfficeConnect report.
  • Defaults and how to override them.
  • Consider the time configurations of your instance and accounts. 

For a basic report, you must add

  • At least one element to the rows and one to the columns. 
  • At least one Time element and one Account element. 
  • The version, level, and currency are automatically added based on defaults.

Steps to Create Basic Reports

Watch the video: (1m 11s)

Build a Basic OfficeConnect Report
 
  1. Open OfficeConnect for Excel
  2. Highlight two columns.
  3. Select a Time element from the Reporting pane, and drag and drop it into the columns.
  4. Repeat for a rows and add an Account element.
  5. Click Refresh to populate the report.
  6. Save and close the file.

You can also:

Highlight Rows or Columns

Before you add an element, highlight either one or more rows or one or more columns. 

  • Highlight one to add a single element or multiple elements into one column or row.
  • Highlight two to add multiple elements into multiple rows. For example, you must only highlight two columns to add four elements into four columns. 

Select and Add Elements

First expand the element.  From the list, select expanded or collapsed items. For example, select FY2016 or you can expand it to select the quarters and months of 2016. 

To select multiples, use shift+click to select adjacent items, use Ctrl+click to select items that aren't adjacent. 

Select Time for Columns

  1. Highlight at least two columns.  Don't highlight the first column (the first column is the header for the rows). 
  2. Expand the list of the Time element. 
  3. Expand FY2016. 
  4. Use Ctrl+click to select all the quarters. 
  5. Drag and drop the time elements into the columns.

 Example Selecting quarters and adding them to the grid

Select Accounts

  1. Highlight at least two rows beneath the column headers you just added. 
  2. Expand the Accounts element to see the account lists.
  3. Bold accounts in the list let you add all the child accounts automatically in multiple rows. For example, add your entire general ledger tree: select the bold element GL Accounts and drag it into a single highlighted row. The entire expanded list of general ledgers accounts fills multiple rows.

Add Bold Accounts

Validation Message

If you select a cell or group of cells, instead of an entire row or column, this alert lets you apply the element to the associated row or column.

Consider Mixed Time Configurations 

If you add time elements to your report, consider the time configurations of the accounts.

  • Add time elements that match the accounts' time configuration. For example, if you have only monthly accounts in the report, only add elements with months or larger.
  • Add Time elements that match the largest time configuration of the accounts. For example, if some accounts are weekly and some are monthly, add months or larger. The report displays the rollup value of the weekly accounts for months. If you add weeks, the weekly segments display blanks for the monthly accounts.
  • Accounts as Filters: be mindful of how data displays when accounts with different time configurations are used as filters. For example, if filters include many accounts (some weekly and some monthly), and you add a smaller time element, the report displays the following data:
    • In the week segments: The total of all the weekly accounts.
    • In the month segments: The total of all the weekly accounts and monthly accounts.
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