Add Elements to Rows, Columns & Cells

How to drag accounts, time periods, versions, and levels into your Excel report.

Elements are the building blocks of an OfficeConnect report. You add them to rows, columns, or cells in your worksheet to define what data appears at each intersection.

Best practice: Add elements to entire rows and columns rather than individual cells. When applied to a row or column, a bolded (parent) element also expands its children — each child gets its own row or column automatically.

Basic steps

1
Select your target in the grid Click to select the cells, rows, or columns where you want data to appear. To select an entire row or column, click the row number or column letter.
2
Open the Elements tab in the Reporting pane Click Show Reporting Pane if the pane is hidden, then click the Elements tab.
3
Browse to the element you want

Expand the element tree to find what you need:

  • Accounts → expand to find specific accounts or account groups
  • Time → expand to find years, quarters, or months
  • Level → find your organizational level
  • Versions → select actuals, budget, or forecast versions
4
Apply the element

Use any of these methods:

  • Drag and drop the element onto your selected row, column, or cell
  • Right-click the element → Apply to Selection
  • Click the element and click Apply to Selection in the Elements pane toolbar
5
Click Refresh Click Refresh in the OfficeConnect ribbon to load the data.

Add multiple elements to one row or column

  1. Select the target row or column
  2. Hold Ctrl and click each element you want
  3. Drag them all at once into the selection
  4. Click Refresh

All selected elements populate into the single row or column. Data rolls up by the elements.

Expand and collapse elements

In the Elements pane, right-click a parent element:

  • Expand All — shows all children and descendants of that element
  • Collapse All — hides all children and descendants, showing only that parent element collapsed

Element groups

Applying a bolded parent element creates an element group — each child gets its own row or column and the report updates dynamically when your Adaptive Planning structure changes.

Next steps

→ Work with Time & Contexts to add time periods and period-to-date comparisons