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Adaptive Insights
Knowledge and Support - Adaptive Insights

How to create OfficeConnect workbook that contains Adaptive Planning for Excel sheets?

 

  1. Apply elements to the sheet from the OfficeConnect builder

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  2. Once you create your OfficeConnect report, click on a new sheet in the Excel file.

  3. Select “Switch to Planning”.

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  4. Select your sheet, version, and level from Planning to create your Adaptive Planning for Excel tab.

  5. Save the workbook.