Interface Tour: The Reporting Pane
A quick tour of the OfficeConnect interface in Excel — the ribbon tab and the Reporting pane.
Build Reports
Add elements, apply filters, and build live Excel reports from your Adaptive Planning data.
OfficeConnect’s core capability is pulling live Adaptive Planning or Financials data into Excel. Learn how to use the Reporting pane, add accounts and time elements, filter data, and manage report properties.
Add Elements to Rows, Columns & Cells
How to drag accounts, time periods, versions, and levels into your Excel report.
Work with Time & Contexts
Add time periods to your report and use contexts like YTD, QTD, and Beginning Balance.
Filter Your Data
Apply worksheet and workbook filters to limit which data appears in your report.
Cut, Copy & Move Elements
How to move OfficeConnect elements within and between rows, columns, and cells.
Review & Verify Applied Elements
Use the Review tab to see exactly which elements are affecting any cell, row, or column.
Workbook & Worksheet Properties
Configure rounding, data clearing, filters, and display options for your reports.
Create Repeating Reports
Automatically generate one copy of a report per department, region, or any other level.
Financials vs. Adaptive Planning Data Sources
Key differences in OfficeConnect behavior depending on whether you’re using the Adaptive Planning or Financials data source.
Cell Explorer & Drill-Down
Explore the data behind any cell to understand what’s driving the numbers.