This quick start gets you oriented with the Reporting pane, grid, and tab in OfficeConnect for Excel.
Start OfficeConnect for Excel
When you first install OfficeConnect, OfficeConnect for Excel starts up. All Excel functionality is the same throughout all its tabs. When you are done using OfficeConnectt, click the Close (X) button in OfficeConnect for Excel.
- From the Start screen (Windows 8.1 or later) or from the AdaptiveConnect folder from the Start menu (Windows 7), click OfficeConnect for Excel.
If you start up Excel independently, the OfficeConnect tab is not available.
- Enter your Adaptive Insights user ID and password.
Each time you log in, OfficeConnect checks for the most recent version and updates the application as necessary.
As soon as you start up, OfficeConnect automatically connects with your default database instance in Adaptive Planning or Consolidation.
When you open OfficeConnect, Excel opens and displays OfficeConnect with the Reporting pane to the left of the Excel grid. The following shows the Reporting pane with Adaptive Planning elements:
The reporting pane is the report design area that establishes the live connection with your Adaptive Planning instance. Your connected instance is shown above the Elements, Filters, and Review tabs.
Elements: Elements from the connected Adaptive Planning server, such as accounts, time, organization levels, versions, currency, attributes, and dimensions — Drag these to the Excel grid to start building your report.
Filters: A type of global filter that operates in a sheet. You can apply a filter to an individual worksheet.
Review: View details about the elements (or metadata) that you’ve applied to your report.
You can drag drop elements to the grid. Use Review tab to view details about those elements.
Reposition or Close the Reporting Pane
- The Reporting pane starts on the left side of the screen by default, you can move it to the other side by dragging the title bar to the right edge of your screen until it docks. You can resize the pane by dragging the edge of the pane that borders the Excel grid. You can also place it as a free-floating window anywhere on your screen.
If you want to close Reporting pane to expand your working space, click Close (X) in the pane. To display Reporting pane, select the Builder from the Show group in the OfficeConnect tab.
- You can hide the Filter or Review tabs in the Reporting pane. Clear the Filter or Review check boxes from the Show group in the OfficeConnect tab. Select them again to enable them on the Reporting pane.
When building an OfficeConnect report from Adaptive Planning data, you select one or more Excel rows, columns, or cells, and then drag an element — from the Reporting pane into the selected area of the grid. The selected element appears as headers in the place where you drop them.
When you refresh the sheet, OfficeConnect pulls the Adaptive Planning data from your connected database and populates the grid according to your report design:
The OfficeConnect tab on the Excel ribbon provides another set of controls you can use to work with Adaptive Planning data and design your OfficeConnect report.
The OfficeConnect tab organizes commands by Book, Design, Show, Explore, Filters, Elements, and Help.
Designing Your Report Query in Excel
The items needed to design your report are available from the Reporting pane and reflect your connected data instance in Adaptive Planning or Consolidation.
First determine the overall information you need in your columns and rows, and the type of information you want to target or filter the information. Drag elements from the Reporting pane to the grid.
For OfficeConnect to retrieve data from your Adaptive Planning instance, your grid must reflect an intersection of account, time, level, and version. These are the building blocks for your report.
- Accounts: General ledger, modeled, cube, and more
- Time: Component dates in months, quarters, or fiscal years, Context dates by beginning balances, quarter-to date, year-to-date, and fiscal years
- Organization: Company, department, group, and other levels
- Versions: Budget, actuals, forecasts, and other versions defined. A default version is applied to your OfficeConnect workbook
- Currencies: Reflect any defined currencies in your Adaptive instance
- Attributes: Custom attributes for accounts, dimensions, and levels
- Dimensions: Custom report dimensions such as products, channels, or customers
These elements are also referred to as metadata.
Create a basic report with accounts over time.