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With Adaptive O� ceConnect, it’s easy to
create high-quality reports, board books and
presentations with Microsoft Word, Excel
and PowerPoint. Completely connected with
Adaptive Planning and Adaptive Consolidation,
it’s the best way to create dynamic, beautiful
reports always based on the latest data.
Comprehensive and Connected Reporting for Microsoft O� ceAdaptive O� ceConnect makes creating reports in Microsoft O� ce incredibly easy. Connect your exist-ing Excel reports to Adaptive, or create new, presenta-tion-quality reports from a blank slate.
With Adaptive O� ceConnect, reports can be refreshed with a single click. There’s no need to manually re-key, copy, paste, or re-format after each update. And with full connectivity across Excel, Word and PowerPoint, your data fl ows from fi nancial reports, to board books, to manage-ment presentations.
The result: Beautiful, consistently up-to-date and compre-hensive reports that allow you to focus more time making informed decisions that drive your business.
With Adaptive O� ceConnect, you can:
• Easily create presentation-quality reports based on the latest data in Adaptive
• Quickly convert existing Excel reports into O� ceConnect reports
• Seamlessly weave Adaptive data through Excel, Word and PowerPoint
• Simplify report, board book and presentation creation
• Automate monthly reports and executive packages
• Gain complete control of report layout without any added maintenance
• Save time updating reports with simple 1-click refresh
• Share information with decision makers in any format (xlsx, docx, pptx, pdf, etc)
Copyright ©2014 Adaptive Insights. All rights reserved. All products and services referenced herein are either trademarks or registered trademarks of their respective companies. OC_DS_092914
Your Excel reports become dynamic, intelligently linked to Adaptive
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Create Beautiful Reports. Fast.• Create presentation-quality Microsoft O� ce reports
dynamically integrated with Adaptive
• Jumpstart report design by leveraging your current Excel report library
• Drag-and-drop to convert existing Excel-formatted reports into connected reports in minutes
• Run and refresh reports with a single click
• Leverage powerful O� ce controls including conditional formatting, calculations and charts
• Drive consistent look and feel with integrated report, board book and presentation smart linking
Reports That Are Intelligent and Dynamic• Generate accurate, timely reports with advanced
integration between Adaptive and Microsoft O� ce
• Confi dently create and refresh reports without re-linking or reformatting
• Intuitively browse and select any Adaptive Account, Hierarchy, Product dimension and more
• Incorporate any data in Adaptive, including actuals, plans, budgets and forecasts
• Automate period adjustment, zero suppression and conditional formatting to reduce maintenance
• Empower decision makers with fi lters by dimension, time period, hierarchy, version, or attribute
• Control sensitive information access with Adaptive security fl ow from data to report
Comprehensive Support for Excel, Word and PowerPoint• Seamlessly deliver information from Adaptive through
Excel, Word and PowerPoint
• Drive presentation quality insight across reports, board books and executive presentations
• Generate and refresh reports intelligently linked across Excel, Word and Powerpoint – no reformatting or formula adjustment required
• Update values and metrics, across reports and narrative, with one simple refresh
• Easily share the latest data in reports and board books in familiar O� ce, PDF and other formats
Robust O� ce formatting together with Adaptive data for impactful
presentation-quality reports
Automate report packages and board books with smart links to Word
and PowerPoint
