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Interface Tour of OfficeConnect for Excel

Gives you a tour of the OfficeConnect for Excel user interface.

There are three main sections of OfficeConnect for Excel: 1 OfficeConnect Tab on the Excel Ribbon2 Reporting Pane3 Excel Worksheet

You can also use the right-click menus to accomplish various tasks depending on where you are in the interface. 

Callout of Key User Interface Elements: 1. Ribbon, 2. Reporting Pane, 3. Excel Grid

OfficeConnect Tab on the Excel Ribbon

1 Find all the tools to format and design your OfficeConnect report:

Notice that you also have all the typical Excel tabs, with all Excel's functionality. 

Reporting Pane 

2 Find all the elements to build a report:

Hide or Move the Reporting Pane

From the OfficeConnect tab:

  • Uncheck Builder to hide the Reporting pane.
  • Uncheck Review and Filters to hide the Review and Filter tabs in the Reporting Pane. 

To undock the Reporting pane, click  on upper right corner of the Reporting pane and select Move. Drop it anywhere on your screen, or hover at the top, bottom, left, or right of the worksheet until it docks. 

Can't find your undocked Planning pane? Check mark Builder from the OfficeConnect ribbon again (even if it is already checked). Your Reporting pane will appear. 

Excel Worksheet

3 View data from Adaptive:

  • Drop element to create reports and display the data of your report.
  • Drill in to data to understand sources. 
  • Use Excel functions to create charts and calculations. 

If you have installed Excel Interface for Planning, a Planning tab will appear next to the OfficeConnect tab. You can switch between the Reporting pane and Planning pane

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