create high-quality reports, board books, and

presentations with Microsoft Word, Excel, and

PowerPoint. Completely connected with Adaptive

Planning and Adaptive Consolidation, it’s the

best way to create dynamic, visually appealing

reports always based on the latest data.

Comprehensive and Connected

Excel reports to Adaptive Planning, or create new,

presentation-quality reports from a blank slate.

with a single click. There’s no need to manually re-key,

copy, paste, or reformat after each update. And with full

connectivity across Excel, Word, and PowerPoint, your data

fl ows from fi nancial reports to board books to manage-

ment presentations.

The result: attractive, consistently up-to-date, and com-

prehensive reports that allow you to focus more time on

making informed decisions that drive your business.

WITH ADAPTIVE OFFICECONNECT, YOU CAN:

• Easily create presentation-quality reports based on the

latest data in Adaptive Planning

•

reports

• Seamlessly weave Adaptive Planning or Consolidation

data through Excel, Word, and PowerPoint

• Simplify report, board book, and presentation creation

• Automate monthly reports and executive packages

• Gain complete control of report layout without any

added maintenance

• Save time updating reports with simple 1-click refresh

• Share information with decision-makers in any format

(xlsx, docx, pptx, pdf, etc.)

Copyright ©2016 Adaptive Insights. All rights reserved. All products and services referenced herein are either trademarks or registered trademarks of their respective companies. OC_DS_092316

Your Excel reports become dynamic, intelligently linked to Adaptive Planning.

CREATE BEAUTIFUL REPORTS. FAST.

•

dynamically integrated with Adaptive Planning

• Jump-start report design by leveraging your current Excel

report library

• Drag and drop to convert existing Excel-formatted

reports into connected reports in minutes

• Run and refresh reports with a single click

•

conditional formatting, calculations, and charts

• Drive consistent look and feel with integrated report,

board book, and presentation smart linking

CREATE REPORTS THAT ARE INTELLIGENT AND DYNAMIC

• Generate accurate, timely reports with advanced

integration between Adaptive Planning and Consolidation

• Confi dently create and refresh reports without re-linking

or reformatting

• Intuitively browse and select any Adaptive account,

hierarchy, product dimension and more

• Incorporate any data in Adaptive Planning and Consolidation,

including actuals, plans, budgets, and forecasts

• Automate period adjustment, zero suppression, and

conditional formatting to reduce maintenance

• Empower decision-makers with fi lters by dimension, time

period, hierarchy, version, or attribute

• Control sensitive information access with Adaptive Suite

security fl ow from data to report

and Consolidation data for impactful presentation-quality reports

Automate report packages and board books with smart links to Microsoft Word and PowerPoint

Adaptive Insights Headquarters

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Palo Alto, CA 94303

T: +1 800 303 6346

F: +1 650 528 7501

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Austin, TX 78703

T: +1 512 879 4171

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adaptiveinsights.com

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