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OfficeConnect Overview

Introduces OfficeConnect basics, features, and benefits for Microsoft Excel, Word, and PowerPoint.

With OfficeConnect, you can use data from your Adaptive Suite instance to create reports in Microsoft Excel, documents in Microsoft Word, and presentations in Microsoft PowerPoint. OfficeConnect connects your financial data in Adaptive Planning and Consolidation to your Microsoft products so they always reflect up-to-date information. 

Collage of OfficeConnect Excel, Word and PowerPoint.

How OfficeConnect Works

Adaptive Insights provides you with powerful plugins for Microsoft Excel, Word and PowerPoint. After you install OfficeConnect, use the OfficeConnect versions to connect to data stored in the Adaptive Suite. You'll still have access to the plugin-free Microsoft suite, but to connect to Adaptive, always use the OfficeConnect versions from the Start menu. You can also pin them to your taskbar or create shortcuts from your desktop. 

OfficeConnect Microsoft Products in the Start menu

OfficeConnect Data Flow

OfficeConnect starts with Adaptive Planning or Consolidation online where you enter or import data. The data is then stored in the Adaptive Suite instance.

Diagram showing the flow of data from Adaptive to Excel, and from Excel to Word and PowerPoint


When you open OfficeConnect for Excel, you connect to your online instance and all its stored data, which you can use to create OfficeConnect reports. You can then use powerful links in OfficeConnect for Word or PowerPoint to pull in the data from Excel.

After your links are set up, you don't have to relink, update formulas, or reformat across succeeding months or other reporting periods. Just change the report date, refresh the file, and your report is ready to present. Refresh the linked Word documents and PowerPoint presentations and they update too. 

When you work directly in Adaptive Planning or Consolidation, cloud-based security measures protect your confidential information.
Your OfficeConnect documents on your company’s network or on your local computer might not be as secure.You can hide the data before you close the files to maintain protection. When you reopen the file, click Refresh to obtain reload the data into the file. See Securing OfficeConnect Files for more information.




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