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

Secure OfficeConnect Reporting Workbooks

OfficeConnect
 uses time-out to keep your files secure. If you've gone longer than 60 minutes (or however long your timeout is specified) without refreshing your report, you are prompted for your password the next time you try to refresh.
OfficeConnect
 applies the security level of each user permission set in
Adaptive Planning
. If a user only has access to data from a certain level, only data from that level is returned.
By default, data is always cleared upon save and replaced with the placeholder text. To change this default setting for an existing workbook, use the workbook properties. See Workbook and Selection Properties Fields. To change the default
Clear Data
 setting for all new workbooks, use the user settings. See User Settings Fields.
From the Design group, select
Clear
Data
. The data fields are replaced with a placeholder text such as "n/a".
After clearing data, you can close the workbook. When you open the workbook again, the linked cells continue to show "n/a" until you refresh the report.
You can change the clear data field placeholder text to whatever you want.
To change the clear data field placeholder text:
  1. Select
    User
    Settings
    .
  2. On the
    General
    tab, in the
    Security block result text
     field
    ,
    enter the desired placeholder text.
  3. Select
    OK
    . The next time you select
    Clear Data,
     the new string replaces all the connected fields.