Add Elements to Rows, Columns & Cells
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
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
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
Drag an account from the Elements tree and drop it onto a selected row — OfficeConnect inserts the element reference.
Add multiple elements to one row or column
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.
A parent account applied to a row automatically expands its children — each child account gets its own row.
Next steps
→ Work with Time & Contexts to add time periods and period-to-date comparisons