Adaptive Insights’ OfficeConnect is an easy to use, powerful and fast reporting tool that most Adaptive Insights end users make use of to deliver stunning, instantly updated management reports and report books. Many end users save considerable time updating financial reports and packages each month using OfficeConnect. It truly is a wonderful tool that complements the advanced self-service reporting available in the Business Planning Cloud!
For those who are heavy users of OfficeConnect for Excel and need to distribute a large number of Excel Worksheet based reports to different recipients, who may all have unique business area responsibility and related security access, read on to discover which of the solutions below might boost your period end productivity and save you additional time.
For those with access to OfficeConnect for Excel, they can simply leverage the same OfficeConnect Workbook. Once they open and refresh the data, their unique security access will be applied and they will have the information that they need nearly instantly whenever they need it. This is self-service reporting within OfficeConnect.
For others without access to OfficeConnect for Excel, you can simply export the Workbook into a standard Excel Workbook and send it to those who require it. Once this is done, the live link to Business Planning Cloud is no longer active, so the data in the Workbook is static. Also, you now are faced with the challenge to carve out the correct Worksheets and distribute them to the right people. If you only have a handful of reports, a small group of recipients and everybody has access to see everything, then this likely is not too painful and time consuming of a task to repeat each time.
For those of you who are proficient with VBA, there are options out there to distribute Worksheets and Workbooks to unique recipients via email. However, obviously, there is some risk associated with this type of distribution strategy, including ultimately the wrong information being sent out to recipients. So, we would caution against using this report distribution strategy. As such, we do not recommend or support it.
Rapid Distribution by PDF Solution
If you are looking for a simple solution, rather than using an Excel hack, you may wish to consider our Rapid Distribution solution. Essentially this solution allows any Worksheet to be tagged to any recipient group. Then, when you’ve updated the month end numbers in OfficeConnect for Excel, which is nearly instantaneous, you can distribute out all the reports in PDF format in a couple of clicks. If the Workbook had 20 Worksheets and 14 of them were tagged to a specific recipient group (i.e. ‘CFO’), then only those 14 Worksheets would be merged together into a single PDF and emailed to the CFO.
Full Cloud Automation Solution
Based on the conversations that we have had to date with those exploring productivity improvements in this area, I suspect that the robustness of this ‘Cadillac solution’ will make the best business sense for most.
This solution can fully automate existing OfficeConnect for Excel reports including scheduling the reports to run automatically on a periodic basis, if this is required. It allows the management of user security, allows for reports to be distributed in Microsoft Excel or PDF and also combines multiple reports into a single report book output file, including enhanced PDF format with a customized outline.
This is a really slick solution and definitely worth consideration!
When we calculate the ROI, or Return on Investment, for those whose needs have moved beyond the built-in alternatives, we typically are looking in the 200% to 400% range to start for the Full Cloud Automation Solution based on the amount of time saved manually distributing these reports alone.
If you’d like to get in touch to learn more, please contact us and we would be happy to set up a call to explore which solution is best for you.
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