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Adaptive Insights
Knowledge and Support - Adaptive Insights

How to create OfficeConnect workbook that contains Adaptive Planning for Excel sheets?


  1. Apply elements to the sheet from the OfficeConnect builder

  2. Once you create your OfficeConnect report, click on a new sheet in the Excel file.

  3. Select “Switch to Planning”.

  4. Select your sheet, version, and level from Planning to create your Adaptive Planning for Excel tab.

  5. Save the workbook.