Adaptive OfficeConnect - Adaptive Insights Officeconnect Installation - Tridant

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Published on: 6 December 2016
Written by: Tridant


So, you’ve got the ERP humming, your CRM singing and yet you do not have the right data to make decisions with confidence. Sounds like you need to radically change your current reporting practices! Adaptive OfficeConnect may be the answer. OfficeConnect is a game-changer allowing an organisation to deliver high-quality, instantly updated management reports within the Microsoft Office Suite. Transform all of your existing Excel reports, ERP and CRM reports and connect them to Adaptive, combining the distinctive power of Adaptive and Excel.

Furthermore, you can easily create high-quality reports, board books, and presentations within Microsoft Office (Excel, Word, and PowerPoint). Adaptive OfficeConnect gives you total control over formatting and the power to refresh your data with one click. You’ll reduce your financial reporting process from days to minutes. Still not convinced? Have a look at the following key points and you decide:

Financial Reporting Unified With Microsoft Office, 100% Cloud Connected

Adaptive OfficeConnect integrates your Adaptive Planning and Adaptive Consolidation data directly with Excel, Word, and PowerPoint. It’s never been easier to create or update financial reports infused with up-to-date actuals, plans, and forecasts. Select dimensions, accounts, and time periods, and then build always-formatted balance sheets, P&Ls, income statements, narrative reports, board packs, and presentations.

Complete Formatting Control—No Re-Formatting, No Errors

There’s no more need to reapply formatting when you refresh reports. Adaptive OfficeConnect automatically weaves refreshed data into existing Excel calculations and formatting. Smartlink technology makes it simple to integrate live tables or even refresh fields in Word or PowerPoint documents. What’s more, you’ll have complete transparency into the source of the data.

Migrate Your Existing Reports, No Rebuilding Required

With Adaptive OfficeConnect, it’s incredibly easy to make your existing financial reports live and dynamic. Mark up what you want to refresh automatically, and Adaptive OfficeConnect does the rest. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. Making the move to better reporting has never been simpler.

Incredibly Powerful One-Click Refresh

We’ve taken one-click refresh to the next level. Change the time period in a report, and update every sheet automatically with just one click. Intelligent labels update time periods, page headers, and more. Even create rolling reports throughout your report pack: Update the current period, and watch prior rolling time periods update automatically across every document.

Understand the History of Any Metric

Use the Cell Explorer to drill-down and analyze the source data and formulas used to calculate any metric in your reports. Quickly see notes, source data, formulas, and accounts that comprise any number in a report. Cell Explorer also provides a full audit trail that shows what changes have been made, by whom, and when they occurred.

Reduce Reporting Errors and Save Time

Building manual reports can be a tedious, error-prone process of copying and pasting data. You spend a lot of time making sure that your reports are accurate and up to date. Take back your time and improve data accuracy by moving to cloud-connected reporting with Adaptive OfficeConnect.

To see Adaptive OfficeConnect in action, please check out the following webinars: 

For further information, please do not hesitate to contact me on the details below.

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