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, visually appealing
reports always based on the latest data.
Comprehensive and Connected
Your Excel reports become dynamic, intelligently linked to Adaptive
Planning.
WITH ADAPTIVE OFFICECONNECT, YOU CAN:
Excel reports to Adaptive Planning, or create new,
presentation-quality reports from a blank slate.
• Easily create presentation-quality reports based on the
latest data in Adaptive Planning
•
with a single click. There’s no need to manually re-key,
copy, paste, or reformat after each update. And with full
connectivity across Excel, Word, and PowerPoint, your data
flows from financial reports to board books to management presentations.
The result: attractive, consistently up-to-date, and comprehensive reports that allow you to focus more time on
making informed decisions that drive your business.
reports
• Seamlessly weave Adaptive Planning or Consolidation
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.)
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CREATE BEAUTIFUL REPORTS. FAST.
•
dynamically integrated with Adaptive Planning
• Jump-start 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
•
conditional formatting, calculations, and charts
• Drive consistent look and feel with integrated report,
board book, and presentation smart linking
CREATE REPORTS THAT ARE INTELLIGENT
AND DYNAMIC
Automate report packages and board books with smart links to
Microsoft Word and PowerPoint
• Generate accurate, timely reports with advanced
integration between Adaptive Planning and Consolidation
• Confidently 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 Planning and Consolidation,
including actuals, plans, budgets, and forecasts
• Automate period adjustment, zero suppression, and
conditional formatting to reduce maintenance
and Consolidation data for impactful presentation-quality reports
• Empower decision-makers with filters by dimension, time
period, hierarchy, version, or attribute
• Control sensitive information access with Adaptive Suite
security flow from data to report
Adaptive Insights Headquarters
3350 W. Bayshore Road, Suite 200
Palo Alto, CA 94303
T: +1 800 303 6346
F: +1 650 528 7501
Website
adaptiveinsights.com
9Gauge Partners Office
1717 W. 6th Street, Suite 380
Austin, TX 78703
T: +1 512 879 4171
Website
9gauge.com
Contact Us
[email protected]