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Managing Excel Files for OfficeConnect

Add Queries to Existing Excel Files

You can add elements to an existing Excel report. This is useful if you have a report template that you’ve been using and want to pull your Adaptive Planning data into certain rows, columns, or individual cells.

To add OfficeConnect queries to an existing Excel report:

  1. With OfficeConnect for Excel open, click Open from the tab in Excel.

  2. Browse to the location of the Excel file to which you want to add Adaptive elements. Select the file and click Open.

  3. Drag and drop Adaptive elements from the Reporting pane to the grid.

  4. Optionally, click the Review tab from the Reporting pane to examine the elements that you’ve added.

  5. Click Refresh from the OfficeConnect tab > Design group.

The specified Adaptive Planning data populates the Excel file.

In any OfficeConnect report, you can highlight the Adaptive Planningdata and labels. This is useful if you’re working in an existing Excel report that mixes Adaptive Planning and external data. See Highlighting Adaptive Cells and Labels for more information.

Export an OfficeConnect Workbook to Excel

You can save, or export, an OfficeConnect workbook as a regular Excel file. This is useful if you want to share the report with others who don’t have access to OfficeConnect and don’t need a connection to the Adaptive Planning instance.

Keep in mind that when you export an OfficeConnect workbook to Excel, all Adaptive Planning metadata is removed, so the file is left with the static labels and data in an xlsx file. Without the metadata, the link to your Adaptive Planning instance is broken, and therefore the file cannot be refreshed from your Adaptive Planning database. Instead, this file serves only as a static snapshot of data.

To save an OfficeConnect workbook as a standard Excel file:

  1. On the File tab, click OfficeConnect, and then click Export Workbook.
    The Save As dialog box appears, with the File name box showing the file extension as xlsx rather than xlsxai.
    When you export the workbook like this, a new Excel xlsx workbook file is saved. Note that the OfficeConnect workbook still exists with the Adaptive Planning metadata, so you end up with two files — the static Excel workbook and the OfficeConnect workbook.

  2. Browse to the location where you want to store the Excel file, enter the file name, and then click Save.

Important: If you open the Excel xlsx file in OfficeConnect, it will look the same as your OfficeConnect file that has the xlsxai filename extension. If you try to refresh the data in the Excel xlsx file, you’ll get a message that says no data is available. Be sure to keep the files straight and open the OfficeConnect version that contains the links intact.

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