Adaptive OfficeConnect Training Course
Adaptive OfficeConnect (previously referred to as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in designed to streamline the creation of reports within Microsoft Office applications. It integrates seamlessly with Adaptive Insights to enable real-time data updates. The software was formerly known as Adaptive Insights OfficeConnect.
This instructor-led live training, available either online or onsite, is designed for financial analysts and staff who want to leverage Adaptive OfficeConnect to generate financial reports using Microsoft Office Excel, Word, and PowerPoint.
Upon completion of this training, participants will be equipped to build, create, and update financial reports within the Microsoft Office Suite.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practical sessions.
- Hands-on implementation in a live laboratory environment.
Customization Options
- To request a customized training session for this course, please contact us to make arrangements.
Course Outline
Introduction
Overview of Adaptive OfficeConnect Features
- Plugin features
- Integration with Adaptive Insights
- Adaptive reporting
Getting Started with Adaptive OfficeConnect
- Installation
- Setting up an account
- User interface and options
Reporting Using Adaptive OfficeConnect
- Integration with MS Excel
- Building a new workbook (settings and properties)
- Reporting element types and behavior
Organizing Data in the Workbook
- Adding report elements
- Filtering data
- Review tab
Retrieving Data from Adaptive
- Showing Adaptive cells
- Refresh data
- Updating elements
Creating Presentations in MS PowerPoint
- Navigating OfficeConnect for PowerPoint
- Linking tables and charts
- Named ranges
- Updating and disconnecting links
Using Adaptive OfficeConnect in MS Word
- Navigating OfficeConnect for Word
- Linking tables and values in Word narratives
- Managing links and Adaptive data
- Named ranges
Sharing Data to Adaptive Insights
- Uploading reports (personal or shared)
- Maintaining and distributing libraries
Summary and Conclusion
Requirements
- Proficiency with Microsoft Office
- Knowledge of finance
- Experience working with spreadsheets
Target Audience
- End users
- Financial professionals
Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793
Adaptive OfficeConnect Training Course - Enquiry
Testimonials (2)
The clarity gained on how to build reports within OfficeConnect in Excel & learning how to create interactive dashboards were my favorite pieces of this training.
Patrick Fennell - Milwaukee Brewers Baseball Club, LP
Course - Adaptive OfficeConnect
Dashboards and walking through the exercises together along with extra detail on navigation tips and tricks not covered in the exercise.
Jandy Itona - Milwaukee Brewers Baseball Club, LP
Course - Adaptive OfficeConnect
Related Courses
Working with spreadsheet in Microsoft Excel
14 HoursUpon completion, participants will be able to efficiently execute various calculations transparently to organize and present their results. They will utilize multiple tools to facilitate and accelerate spreadsheet creation, as well as safeguard their calculations and outcomes from unauthorized access.
Excel Advanced with VBA
21 HoursParticipants will be empowered to excel in their work by efficiently creating, consolidating, and managing data. This course introduces powerful tools designed to streamline workflows, significantly reducing the time spent on tasks compared to previous methods. Learners will gain the skills to design applications capable of performing new and complex tasks.
Visual Basic for Applications (VBA) in Excel (intermediate level)
14 HoursElevate your VBA proficiency to the intermediate tier through comprehensive coverage of custom interfaces, sophisticated data types, conditional logic, looping structures, and expert debugging strategies. This practical Excel VBA training equips you with robust error handling techniques, performance optimization skills, VBA UserForms development, and workflow automation capabilities via real-world exercises. Designed to bridge the gap between basic macros and advanced automation solutions, this course empowers data analysts, reporting professionals, and business users to harness enterprise-grade spreadsheet functionalities.
Word and Excel Basics
14 HoursParticipants in this course will learn how to create aesthetically pleasing, professional documents using Microsoft Word. They will gain the ability to efficiently perform various calculations transparently, organize their results, and utilize multiple tools to facilitate and accelerate the creation of spreadsheets in Excel.
Microsoft Office Excel - working effectively with the spreadsheet
14 HoursMaster Microsoft Excel through this professional training course designed to boost your spreadsheet efficiency and productivity. Gain essential skills in editing worksheets, managing workbooks, building complex formulas using powerful functions, formatting cells, creating professional charts and graphs, working with PivotTables and data lists, and handling graphic objects. This course is ideal for business analysts, accountants, data handlers, and office professionals looking to advance their Excel proficiency from an intermediate to an expert level. Enhance your data analysis capabilities, streamline reporting workflows, and unlock the full power of Microsoft Excel to drive better decision-making and workplace productivity.
Visual Basic for Applications (VBA) for Analysts
21 HoursThis instructor-led, live training in Nigeria (online or onsite) is aimed at beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.
By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.
Microsoft Office Excel - intermediate level
14 HoursExcel is a popular spreadsheet program created by Microsoft. It is used to store, organize, and analyze data in tabular form. Here are some key features and functions of the Excel program: 1. Spreadsheets: It consists of sheets, where each sheet is an array composed of cells arranged in rows and columns. Allows the creation of multiple sheets in one file, which enables the organization of different sets of data. 2. Calculations and formulas: Enables performing various mathematical, statistical, and logical calculations using formulas. Has a wide range of built-in functions, such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Formatting and appearance of data: Provides tools for formatting data, including changing fonts, colors, styles, and creating charts, pivot tables, and diagrams. 4. Sorting, filtering, and grouping: Allows sorting data according to specified criteria. Enables filtering data to display only selected information. Possibility of grouping data based on needs. 5. Data analysis: Tools for performing advanced analyses, such as scenario analysis, trends, forecasting, and creating macros. 6. Sharing data: Allows sharing and collaborating on data in real-time, enabling multiple users to work on the same data simultaneously. 7. Task automation: Possibility of creating macros and automating tasks using the VBA (Visual Basic for Applications) programming language. Excel is widely used in various fields, from business to science and education. Its versatile functions enable data analysis, report creation, budgeting, scheduling, data management, and many other applications.
Advanced Excel for Sales Professionals: Data Analysis, Reporting, and Automation
35 HoursThis 5-day Advanced Excel for Sales Professionals course is tailored to empower sales teams with the essential skills to manage, analyze, and automate sales data with precision and efficiency. Participants will master advanced Excel functions, sophisticated data analysis techniques, and powerful automation tools to boost reporting accuracy, design dynamic dashboards, and forecast sales performance effectively. Through practical, hands-on exercises, sales professionals will acquire actionable insights into constructing interactive sales reports, automating tedious tasks, and leveraging advanced tools such as Power Query, Power Pivot, and Macros. This course is perfectly suited for those seeking to harness the power of Excel to drive data-informed sales strategies.
Excel in One Day
7 HoursThis live, instructor-led training (available onsite or remotely) will guide you through the most important tools of MS Excel. A combination of comprehensively prepared training materials and the expertise of the instructor will demonstrate the vast possibilities of excel spreadsheet use.
In comparison to other typical excel courses, this training will uncover many unique excel functionalities that will speed up and enhance your work.
Excel 2016 - Level 1
7 HoursUpon completing this course, you will gain the ability to create and develop Excel worksheets and workbooks, enabling you to start analysing critical business data.
This course equips you to:
- Utilise a range of fundamental Excel commands
- Perform worksheet calculations
- Develop custom formulas
- Modify elements within a worksheet
- Apply formatting changes to cells
- Manage workbook properties
Excel Advanced
14 HoursBy the end of this course, participants will be able to efficiently utilize key data analysis tools such as scenarios and pivot tables. They will also learn to apply features for date calculations and text-processing functions, as well as create and customize macros to automate spreadsheet workflows according to specific needs.
Analysing Financial Data in Excel
14 HoursThis course empowers financial analysts and accountants with advanced techniques for automating complex calculations and reports. It covers core principles of financial functions, INDEX-MATCH lookups, database queries, PivotTables, PivotCharts, and external data integration. It dives into Goal Seek, Solver, Analysis ToolPak, and VBA macros for automating recurring workflows. The course helps professionals transform raw figures into actionable financial insights and accurate forecasts for strategic planning.
Excel Basics
14 HoursMicrosoft Excel is a robust spreadsheet application designed for organizing, analyzing, and visualizing data.
This instructor-led, live training (available online or onsite) is tailored for beginner-level data analysts looking to leverage Excel for data analysis and reporting.
Upon completion of this training, participants will be able to:
- Create and manage spreadsheets in Excel.
- Format and organize data for clarity and efficiency.
- Use formulas and functions to automate calculations.
- Visualize data using charts, tables, and conditional formatting.
- Collaborate and share workbooks securely in Microsoft 365.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Microsoft Excel (Basic, Intermediate, and Advanced)
28 HoursThis instructor-led, live training in Nigeria (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.
By the end of this training, participants will be able to:
- Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
- Apply advanced formulas, functions, and conditional formatting for data analysis.
- Create and manage pivot tables and charts for data visualization.
- Use tools like Power Query, Power Pivot, and perform data analysis.
- Automate tasks using macros and VBA to streamline workflows.
Excel: Basic, Intermediate, Advanced
10 HoursExcel is a spreadsheet application used for data entry, analysis, reporting, and automation.
This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.
Upon completion of this training, participants will be prepared to:
- Work confidently with spreadsheets, formulas, and formatting.
- Use intermediate tools such as tables, charts, and conditional logic.
- Apply advanced functions, data analysis features, and automation techniques.
- Create professional worksheets that support business decision-making.
Format of the Course
- Instructor-led demonstrations and guided explanations.
- Extensive workbook exercises and hands-on practice.
- Practical lab activities using real-world spreadsheet scenarios.
Course Customization Options
- For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.