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Adaptive Planning
Last Updated: 2023-06-23
Format OfficeConnect Reports

Format OfficeConnect Reports

You can control the look of your OfficeConnect report in a variety of ways. You can use OfficeConnect formatting for the
Adaptive Planning
 data and labels on your report. You can also use the full range of Excel formatting. This article describes the OfficeConnect formatting.

Fonts

To keep the formatting of your Excel data so that it displays as expected in Word, use supported fonts in Excel:
  • Supported Font Sizes: All font sizes should be either 10 pt or 12 pt only.
  • Supported Font Types: All font types should be either Times New Roman, Ariel, Courier New only.

Auto-fit Columns

OfficeConnect
 automatically widens columns to accommodate large numbers. To change this:
  1. Click
    Workbook
     Properties WoekbookProperties.png.
  2. In the
    Format
    tab, under
    Column Display
    , clear the
    Auto-fit columns on refresh
    checkbox.
  3. Click
    OK
    .

Suppress Labels and Total Rows

In your report, you're likely to have rows that you've added manually using Excel functionality to clarify or expand on
Adaptive Planning
 data. Typical examples are header labels above
Adaptive Planning
 data or total rows below
Adaptive Planning
 data.
Although these rows are not
Adaptive Planning
 data, you can associate them with
Adaptive Planning
 elements. Then if you want, you can hide them when total rows are all zeros or blanks. This ensures that your report doesn't look like it's missing information when zero rows and columns are hidden.
To hide a header label or total row:
  1. If necessary, on the
    OfficeConnect
    tab, in the
    Show
    group, click
    Hide Zeros &
    Blanks SuppressZeroandBlanks.png to turn it off. When you create a new
    OfficeConnect
     workbook, the
    Hide Zeros & Blanks
     option is off by default.
  2. Select the header label or total row that you want to hide if its data is all zero.
  3. From the
    OfficeConnect
    tab, click
    Label Suppression
     SuppressLabels.png.
  4. Click in the
    Label Row 1
     field.
  5. Select the area that contains
    Adaptive Planning
     metadata that you want to associate with your selected header label or total row.
    The cell range of the selected area such B5:E13, appears in the Label Row 1 box. If you prefer, you can also type the cell range in the box. You can also select rows, or type a range such as 2:8 to represent rows 2 through 8.
    When you enter information into the
    Label Row 1
     field, another field appears for row 2. If you want to suppress header labels or total rows for multiple cell ranges or rows, click in the
    Label Row 2
     box, and then select the second cell range or set of rows. Continue entering ranges in succeeding Label Row boxes as needed.
  6. Click
    OK
    .
  7. Click
    Refresh
    .
  8. On the OfficeConnect tab, click
    Hide Zeros $ Blanks
     to turn it on.
    The header label or total row you associated with any zero rows or columns is now hidden.