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OfficeConnect Technical Requirements and Installation

Release: 2017.1

What Is OfficeConnect?

OfficeConnect is a set of add-ins for Microsoft® Office that extends your financial report building and formatting capabilities with your Adaptive Planning data in Microsoft Excel®, Word®, and PowerPoint®.

You can drag and drop data from your Adaptive Planning instance — for example, Adaptive Planning or Consolidation — into Microsoft Excel to create presentation-quality reports using Excel’s formatting capabilities.

For compelling executive presentations, you can link data from your OfficeConnect report in Excel to board books and other documents in OfficeConnect for Word, and to tables and graphs in OfficeConnect for PowerPoint. You can automatically update these documents and presentations with a single click — no copy/paste or reformatting required.

For additional product information, including the datasheet and video, visit the Adaptive Reporting web page.

Types of Reports OfficeConnect Can Create

Report Type Description
Report formats Matrix and presentation-quality
Financial reports P&L, balance sheet, statement of cash flow
Actual and budget reports Actuals, budget, forecast, and others
Board books

Word documents combining text (narrative) plus matrix reports (financial and metric results).

Executive presentations Slide presentations for boards of directors, external and internal or executive management.

Features Supported in OfficeConnect

Features Description
Excel
  • Connect to data in Adaptive Planning and Adaptive Consolidation
  • Drag and drop Adaptive data to existing formatted Excel reports
  • Access accounts, versions, dimensions, and calendars in your Adaptive instance
  • Report data at the summary level (drilling to detail is an upcoming feature)
  • Suppress zeros in rows and columns
  • Apply dynamic level parameters and Adaptive labels to your report
  • Report on the default instance in multi-instance environments
Word
  • Produce board books and other documents that can be instantly updated
  • Link named ranges in OfficeConnect for Excel to Word tables and narrative text
  • Instantly update financial data from Adaptive to OfficeConnect in your documents
PowerPoint
  • Produce executive board presentations that can be instantly updated
  • Link named ranges in OfficeConnect for Excel to tables and graphs in slides
  • Instantly update data from Adaptive to OfficeConnect in your slides

Hardware and Software Requirements

The following are minimum system requirements for each computer where OfficeConnect add-ins for Excel, Word, and PowerPoint will be installed.

Requirement Detail
Operating system
  • Microsoft Windows® 7 or later (32-bit or 64-bit)
  • Microsoft Windows® Server 2008 R2 or later
  • Running OfficeConnect on a Mac® computer is not supported.
  • Running {{oc} in a server/desktop virtualization environment (such as Remote Desktop Services) is supported.
Web browser All browsers
Microsoft Office
  • Microsoft Office 2010 or later (32-bit or 64-bit)
  • Microsoft Office 365 (32-bit or 64-bit)

OfficeConnect can be used only with a locally-installed Windows version of Microsoft Excel, Microsoft Word, and Microsoft PowerPoint

Memory (RAM) 2 GB minimum; 4 GB recommended
Processor 1 GHz
Available hard disk space 5 GB
Language, localization English
Regional settings English (United States)
Microsoft .NET Framework 4.5.2

If not already present, the OfficeConnect installation installs this automatically. If preferred, you can install it independently from http://www.microsoft.com/en-us/download/details.aspx?id=42643

Microsoft Visual Studio® Tools for Office (VSTO) Visual Studio 2010 Tools for Office Runtime

If not already present, the OfficeConnect installation installs this automatically. If preferred, you can install it independently from http://go.microsoft.com/fwlink/?LinkId=140384.

To check the memory (RAM) installed on the computer:

  1. Click the Windows Start button.
  2. In the search box, type msinfo32, and then click OK.
    The System Information dialog box appears.
  3. In the right pane, find Installed Physical Memory.
    The amount listed is the RAM installed in your computer, for example, 4.00 GB.

Install OfficeConnect

Install OfficeConnect on a local computer for each person designing, generating, or refreshing OfficeConnect reports, documents, or presentations. See OfficeConnect Installation, Per User for more information.

To install OfficeConnect:

  1. Click the download link:
  2. Open the file and click Run.
  3. Follow the screen prompts to complete the installation.
    The installation checks for the Microsoft .NET Framework and the Microsoft Visual Studio Tools for Office Runtime and installs the appropriate versions if necessary.

When the installation has completed successfully, OfficeConnect for Excel, Word, and PowerPoint are installed.

Start OfficeConnect

You can start OfficeConnect for Excel, Word, or PowerPoint from the Windows 8.1 (or later) Start screen or from the Windows 7 Start menu:

From the Start screen or from OfficeConnect folder in the Start menu, click one of the following to start:

  • OfficeConnect for Excel
  • OfficeConnect for PowerPoint
  • OfficeConnect for Word
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