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Managing OfficeConnect Files

Start a New OfficeConnect Workbook

To start a new OfficeConnect workbook, you must open OfficeConnect for Excel and not just Excel on its own). Click File > New from Excel and double-click Blank Workbook.

If you have an OfficeConnect workbook open, a prompt might appear asking if you want to save before closing it. If the open workbook is already saved, it is dismissed without any alert and replaced with a new blank grid.

The New Book dialog box also appears, asking for the report date of the new workbook and whether you want to make new calendar (Time) elements relative to the report date.

By default, the report date is today’s date, and the new report will use relative rather than absolute dates. Having your new workbook use dates relative to the report date affects all time elements. Relative dates can help automate periodic reporting by automatically updating the time by changing the workbook’s report date. See Using Absolute and Relative Dates for more information.

Open an OfficeConnect Workbook

To open an existing workbook, click Recent from the Book group in the OfficeConnect tab. By default, Excel will display a list of your 25 most recently opened workbooks appears. Click the one you want to open.

If the book you want is not in the Recent list, on the File menu, click Open. Browse to the location of the workbook, and then double-click to open it.

Important! You can have only one OfficeConnect workbook open at a time. If you have a workbook open when you open another workbook, a prompt might appear asking if you want to save before closing it. If the open workbook is already saved, it is dismissed without any alert and replaced with the new workbook you’re opening.

If you cleared data before closing the workbook you just opened, click Refresh immediately upon opening from the Design group in the OfficeConnect tab.

Save an OfficeConnect Workbook

Whether you’re saving a new OfficeConnect workbook you created from a blank screen, or saving an existing Excel file as anOfficeConnect workbook, the process is the same.

To save an OfficeConnect workbook:

  1. On the File tab, click Save or Save As .

The Save As dialog box appears, with the File name box showing the filename extension as xlsxai. If you’re saving an existing Excel file with Adaptive Planning elements, the original file is retained as an xlsx file, while a new file is saved as an OfficeConnect workbook.

  1. Browse to the location where you want to store the workbook, change the file name if necessary. Click Save.
    A prompt appears asking if you want to clear data before saving the workbook.

Important! Clearing data before you save and close an OfficeConnect workbook is a good security practice. When you work directly in Adaptive Planning or Consolidation, cloud-based security measures protect your confidential information.

If you’re saving your OfficeConnect workbook on your company’s network or on your local computer, the information might not be as secure. Clearing the data before you close it is a good way to maintain protection. When you reopen the workbook, click Refresh to pull the data in again. See Securing OfficeConnect Files for more information.

  1. If you want your option to clear or retain data upon saving the workbook to be the same for all save operations in this session, select the Remember my choice for this session check box.

Tip: If you’re saving the workbook but want to keep working, select the check box and click No . You will not be required to repeatedly answer the question every time you save changes. You can then clear the data right before you close the file to maintain file security.

  1. Click No to retain the data or Yes to clear the data.

If you click Yes, the data fields are replaced with a placeholder such as n/a.

To close an OfficeConnect workbook:

From File tab, click Close. The workbook closes. OfficeConnect remains open.

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