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Adaptive Planning
Last Updated: 2023-06-23
Steps: Manage OfficeConnect Reporting Workbooks

Steps: Manage OfficeConnect Reporting Workbooks

Open Multiple Workbooks

You can open an unlimited number of reporting workbooks in the same Excel session. Logging into
OfficeConnect
 logs you into all open workbooks at once. Logging out logs you out of all open workbooks.
You can access all open
OfficeConnect
 workbooks for the current instance. If you have access to multiple parent-child instances, you can access these instances in the workbooks.
  • From the
    OfficeConnect
    tab, select
    File > New
    .
  • To open an existing workbook, select
    File > Open
    . Or, double-click the file name
    from your file management system.
Use the
Excel > Home > Recent
 option to view and open your recent reporting workbooks. If the workbook displays blank cells, click
Refresh
 to load the data.
Between workbooks of the same instance, you can copy and paste elements, labels, and formulas from one workbook to another. If the workbooks have different instances, you can't copy, paste, or merge. See Connect to Different Instances.

Save Workbooks

By default, OfficeConnect clears data upon save and replaces with the placeholder text "n/a". To change this default setting for an existing workbook, use the workbook properties. You can change the default setting for
Clear Data
in the workbook properties to never clear the sensitive data upon save. See Workbook and Selection Properties Fields.
To ensure that in case of a crash, you can recover your reporting workbooks, turn on the Excel AutoRecover capability. Then you can navigate to the AutoRecover file location and recover the file and the metadata.
To enable AutoRecover:
  1. Select
    File > Options
    .
  2. In
    Excel Options
    , select
    Save
    .
  3. Under
    Save workbooks
    , set these:
    • Select
      Save AutoRecover information every 10 minutes
    • If needed, change the frequency for saving AutoRecover information. The default is 10 minutes.
    • Specify the AutoRecover file location.
  4. Select
    OK
    .

Move or Copy Worksheets Between Workbooks

You can copy the content and report element structure from 1 workbook into another.
OfficeConnect uses underlying metadata to reference the data that it pulls in from Adaptive Planning. When duplicating reports, use the OfficeConnect
Move or Copy Report
option to also copy over the underlying metadata. If you use the native Excel move or copy options, you can't copy over the metadata. Hence you can't refresh the reports from Adaptive Planning. To move or copy non-reporting worksheets, you can use the native Excel options. If you select a combination of reporting and non-reporting worksheets, then the OfficeConnect
Move or Copy Report
option becomes unavailable.
  1. Open the Workbook with the worksheets that you want to move or copy.
  2. If moving or copying to an existing workbook, open the existing workbook.
  3. Select the worksheets that you want to move or copy. To select multiple worksheets, hold down the Shift key.
  4. Select
    Move
    or
    Copy Report
     from the
    Elements
    group.
  5. Select a new workbook or an existing one where you want to move or copy the selected worksheets.
  6. Specify where you want to move or copy the selected worksheets in the new or existing workbook. To move or copy within the same workbook, specify the worksheet location.
  7. To copy the selected worksheets to a new or existing workbook or within the same workbook, select
    Create a copy
    . Leave this option unchecked, if you're moving the worksheets without creating a copy.
  8. Select
    OK
    .

Update Elements in Multiple Workbooks

The element structure in the Reporting pane reflects the model set up by your administrator. The administrator can change the model to address changing business needs over time.
Example: Add a new level to accommodate organizational growth. Or, remove a version that no longer applies. These changes need to reflect in the reports.
You can update the Reporting pane on the left to reflect the latest element structure across multiple workbooks in an instance.
  1. From the
    Connection
    group, select
    Update Elements
    .
  2. In the
    Reporting
    pane, select the
    Review
    tab. Review the items available for any new elements.
If you're using OfficeConnect for Financials, the
Update Elements
 option doesn't apply.