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Adaptive Planning
Reference: OfficeConnect Tab Buttons on the Excel Ribbon

Reference: OfficeConnect Tab Buttons on the Excel Ribbon

The
OfficeConnect
tab appears in the Excel ribbon after you have installed
OfficeConnect
. This page explains the toolbar's buttons and their functions.

OfficeConnect
Buttons

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Log Out
: Logs you out of
OfficeConnect
after you have logged in.
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Update Elements:
Refresh the element list to make sure you have access to all the latest.
Refresh
Refresh
: Populates the worksheet with the most current
Adaptive Planning
data.
Drop-down options:
  • Current Selection
    : Refreshes only the selected columns, rows, and cells. Great option for large reports to speed up refresh time.
  • Selected Sheets
    (default): Refreshes the active sheet of the workbook. If you just click the button without accessing the drop-down, this is the default refresh.
  • All Sheets
    : Refreshes all the sheets of the workbook.
Workbook Properties
Workbook Properties
: Set the defaults and properties for the entire workbook, including filters, rounding, relative time, currency, and default displays. See Workbook Properties.
User Settings
User Settings
: Set your personal defaults for any new reports you create or open. See User Settings.
Labels
Labels
: Add, edit, or delete labels in selected cells of your
OfficeConnect
report.
Label Suppression
Label Suppression
: Suppress your labels to see the actual elements on your
OfficeConnect
report.
Selection Properties
Selection Properties
: Change the properties of selected columns, rows, or cells. See Selection Properties.
Clear Data
Clear Data
: Hides the data temporarily. The text you enter in the
Security block result text
of your User Settings replaces the
Adaptive Planning
data until you or another user refreshes the report. See Secure
OfficeConnect
Files
.
Show Toggles
Show Toggles
Select what you want to see on the interface and clear what you want to hide.
  • Task Pane
    : Show or hide the Reporting pane.
  • Review
    : If you select Show Reporting Pane, choose to show or hide the Review tab in the Reporting pane.
  • Filters
    : If you select Show Reporting Pane, choose to show or hide the filter tab in the Reporting pane.
Hide Zeros and Blanks
Hide Zeros and Blanks
: Toggle to hide or show zeros and blanks according to the settings in your User Settings, Workbook Properties, and Selection Properties. See Manage Zeros and Blanks.
Highlight Adaptive Cells
Linked Cells
: Toggle to highlight cells and labels connected to
Adaptive Planning
data according to your User Settings. See Highlight Data from
Adaptive Planning
.
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Expand
: Expand a parent element to show the underlying child elements. See Explore the Contents of a Report.
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Collapse
: Collapse a parent element to hide the underlying child elements and only view the rollup. See Explore the Contents of a Report.
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Explore Cell
: Opens Cell Explorer so you can see the roots of the data in a cell, including the accounts, the original values entered per time period, and the sheets where that value is viewed and updated. See Explore the Contents of Cells.
Worksheet Filters
Worksheet Filters
: Set the filters for the worksheet. See Add Elements to Report Filters.
Repeating Reports
Repeating Reports
: Build repeating reports with the elements in this report. See Use Repeating Reports.
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Group
: Create element groups from elements already applied to a report.
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Manage
: View, navigate, and update element groups in a report.
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Update
: Refresh element groups for the entire workbook to reflect latest data and element structure.
ApplyElements.png
Apply Elements to Selection
: Add selected elements to the worksheet.
Find button
Find
: Use keywords to find elements in the report or replace elements. See Find and Replace Elements in Reports.
Cut Copy and Paste
Cut, copy and paste elements and related data into different columns, rows, or cells. See Change or Move Elements on Reports.
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Move or copy
OfficeConnect
reporting elements within the same workbook or to a new or existing workbook.
Help button
Choose from the drop-down:
  • Online Help
    : link to contextual help articles, like this one.
  • Check for Update
    : see if you need to update your version of
    OfficeConnect
    .
  • About
    : check your current version. Check out the to make sure you're using the latest version.