Build Your First OfficeConnect Report
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
Tag: Adaptive-Planning
Create a Rolling 12-Month Report
Build a report whose time columns automatically advance each month without manual updates.
Publish a Report to PowerPoint
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
Build a Budget vs. Actuals Variance Report
Build an OfficeConnect report that shows budget, actuals, and variance side by side — the most common FP&A report in Adaptive Planning.
Build a Department P&L Report in OfficeConnect
Build a profit and loss report broken down by department or cost center using OfficeConnect’s Level dimension.
Build a Year-over-Year Trend Report
Compare this year’s actuals against the prior year month by month using fixed time elements in OfficeConnect.
Compare Two Planning Versions Side by Side
Add a second version column to any OfficeConnect report to compare Budget vs. Forecast, two plan iterations, or any two Adaptive Planning versions.
Add Headcount Data to a Financial Report
Mix workforce planning metrics (headcount, FTEs, salary cost) with financial accounts in a single OfficeConnect report.
Lock and Protect Reports for Distribution
Protect an OfficeConnect workbook for distribution so recipients can’t accidentally break formulas — while keeping Refresh working.
Set Up Scenario Comparison in OfficeConnect
Compare planning scenarios side by side in OfficeConnect — useful for showing upside, base case, and downside in the same report.
Report in Constant Currency in OfficeConnect
Use a constant currency version in Adaptive Planning to remove FX impact from OfficeConnect reports — useful for multinational teams comparing performance across periods.
Enter Budget Data in Excel with OfficeConnect
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 Formatted Executive Report for Distribution
Build a polished, print-ready executive summary report in OfficeConnect with custom formatting, logos, and page layout — ready to share as PDF or Excel.
Refresh Reports Automatically with Power Automate
Use Power Automate Desktop to schedule OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention.
Work with Custom Dimensions and Attributes in OfficeConnect
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.
Optimize Performance for Large Models in OfficeConnect
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.
Use OfficeConnect on Mac
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.