Build Your First OfficeConnect Report
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
Build a report whose time columns automatically advance each month without manual updates.
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
Build an OfficeConnect report that shows budget, actuals, and variance side by side — the most common FP&A report in Adaptive Planning.
Build a profit and loss report broken down by department or cost center using OfficeConnect’s Level dimension.
Compare this year’s actuals against the prior year month by month using fixed time elements in OfficeConnect.
Add a second version column to any OfficeConnect report to compare Budget vs. Forecast, two plan iterations, or any two Adaptive Planning versions.
Mix workforce planning metrics (headcount, FTEs, salary cost) with financial accounts in a single OfficeConnect report.
Protect an OfficeConnect workbook for distribution so recipients can’t accidentally break formulas — while keeping Refresh working.
Compare planning scenarios side by side in OfficeConnect — useful for showing upside, base case, and downside in the same report.
Use a constant currency version in Adaptive Planning to remove FX impact from OfficeConnect reports — useful for multinational teams comparing performance across periods.
Use OfficeConnect’s data entry mode to write budget figures directly from Excel into Adaptive Planning — no need to log in to the Adaptive Planning web interface.
Build a polished, print-ready executive summary report in OfficeConnect with custom formatting, logos, and page layout — ready to share as PDF or Excel.
Use Power Automate Desktop to schedule OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention.
Report on custom dimensions and attributes defined in your Adaptive Planning model — filter by product line, region, project, or any other custom segment your team uses.
Speed up OfficeConnect reports that are slow to refresh — reduce formula count, use efficient time contexts, and configure workbook settings for large Adaptive Planning models.
Install and use OfficeConnect on a Mac with Excel for Mac — what works, what’s different from Windows, and how to handle common Mac-specific issues.