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Create New Reports

Introduces the steps to create basic reports with OfficeConnect.

OfficeConnect for Excel is similar to the reports within the Adaptive Suite.

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 labels, and properties.

Before You Begin

Get to know the:

Steps to Create Basic Reports

  1. Open OfficeConnect for Excel
  2. Add elements to the worksheet.
    1. Add at least one time element to the columns.
    2. Add at least one account elements to the rows.
  3. Click Refresh to populate the report.
  4. Save and close the file.

You can also:

Consider Mixed Time Configurations 

If 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.

Add Elements to Columns

  1. Select two columns (by dragging across the lettered column headings) where you want the time periods to be located.
    Selecting two columns indicates that more than one item is to be added in that area. OfficeConnect uses as many columns as needed.
    You can also select a single column, a single cell, or multiple cells.
  2. From Elements tab in the Reporting pane, expand the Time element and choose time periods that you want to show in your report. Click the plus (+) signs to expand time periods as necessary or Shift or Ctrl key to select multiple items. Drag your date selections of dates from the Reporting pane and drop them anywhere in the selected columns.
    Example: Choose all fiscal quarters for 2016 and drag them to the selected column.

    Example Selecting quarters and adding them to the grid

If you select a single column and then drag and drop multiple time periods to that columns, the information for those time periods is collected and reported in aggregate in that single column. In such a case, it’s usually a good idea to rename the column heading.

If you see the following messages, you’ve selected a cell or group of cells, rather than a row or column, and then dragged the element into the cells. This alert lets you apply the element to the associated row or column instead.

The order in which you select or drag elements does not affect the report design or data generation.

Add Elements to Rows

  1. Select two rows (by dragging across the numbered row headings) where you want the account or other element to be located.
    Selecting two rows indicates that more than one element will be added in that area. OfficeConnect uses as many rows as needed. You can also select a single row, a single cell, or multiple cells.
  2. From Elements tab in the Reporting pane, select the accounts or other information you want to apply to the selected row area.
  • Click the plus (+) signs to expand accounts as necessary.
    To select multiple adjacent items, click the first item, hold down the Shift key, click the last item, and then release the Shift key. All items between the first and last are selected:
  • To select multiple nonadjacent items, click the first item, hold down the Ctrl key, and then click all the other items you want. When finished, release the Ctrl key. All the clicked items are selected.
  • Drag your selection from Reporting pane and drop them anywhere in the selected rows.
    Alternatively, click the Apply To Selected Cell(s) from the Elements tab.

    The data headings appear in column A - starting with the first two selected rows and flowing down from that point.
  1. Double-click in the heading between columns A and B to widen column A to fit the longest account name.

If you select a single row and then drag and drop multiple elements to that row, those elements are collected and reported in aggregate in that single row. In such a case, Adaptive recommends renaming the row heading to clarify its behavior.

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