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Adaptive Planning
Last Updated: 2023-06-23
About OfficeConnect for Word

About OfficeConnect for Word

Link data from OfficeConnect for Excel into a Microsoft Word document. If you link a table in Word, it can look exactly as it does in Excel without you reformatting it. The data is fully linked. This saves you time when creating periodic reports to the board of directors, stockholders, or executive management.
Besides numeric data, you can automatically update linked qualitative words in a narrative, such as increased or favorable. Because of the linking from OfficeConnect for Excel, you can quickly update the linked data in a document and re-use in succeeding periodic reports.
Create named ranges for the Excel data you want to link, and link information from OfficeConnect for Excel into the Word document. Review, refresh, and manage your links. Update an existing linked document with new data for the next reporting period.

Start OfficeConnect for Word

OfficeConnect for Word becomes available as soon as you install the addin.
To start up OfficeConnect for Word:
  1. Start MS Word. From the
    OfficeConnect
    tab, select
    Log In
    .
  2. Enter your Adaptive Planning user ID and password. If you already signed in to OfficeConnect for Excel, select
    Log In
     in Word to automatically log in. Each time you log in, OfficeConnect checks for the most recent version and updates the application as necessary. OfficeConnect for Word starts up, and shows the OfficeConnect links pane on the left and the
    OfficeConnect
    tab on the Word ribbon.

Navigate the User Interface

The OfficeConnect links pane includes the
Link Detail
 ,
Show Results
, and
Workbook Links
 tabs you use to create and work with linked data in OfficeConnect for Excel. You can show or hide the OfficeConnect links pane. To do this, on the
OfficeConnect
tab, select or clear the
Show links pane
 check box. You can also move the OfficeConnect links pane elsewhere on your screen by dragging its title bar.
The
OfficeConnect
tab on the Word ribbon includes commands for establishing the connection to your OfficeConnect for Excel workbook and for refreshing and managing the links in your Word document. All Word functionality is the same throughout all its tabs.
To sign out from OfficeConnect for Word, select
Log Out
 from the
OfficeConnect
 tab. If you're simultaneously signed into these other applications and you select
Log Out
 in OfficeConnect for Word, the application doesn't sign you out.
  • OfficeConnect for Excel
  • Excel Interface for Planning