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Videos

Learn how to Update Microsoft Documents with Adaptive Insights Data

 

Videos

August 1, 2019

By Lisa Minneci

Did you know one of the most powerful features of Adaptive Insights is its ability to let you easily update the financial data in your Microsoft Word, Excel and PowerPoint documents? Watch this short video, where Ken DiSessa demonstrates how easy this is to do via Adaptive’s Office Connect feature.

Many finance professionals have to create and update monthly reports and presentations, including board presentations and investor presentations. Instead of transferring data manually, Adaptive’s Office Connect lets you do this with a simple click.

Did you miss the other videos in our series, The Capabilities of Adaptive Insights?

Subscribe to our YouTube page and watch:

  • Dashboarding in Adaptive Insights
  • Planning in Adaptive Insights
  • Reporting in Adaptive Insights

Learn more about Revelwood and Adaptive Insights:

Revelwood Named Adaptive Insights Partner Rising Star of the Year

Revelwood’s Insights on Adaptive Live 2019

Adaptive Insights Earned Gartner Peer Insights Customer Choice Award for Best Cloud Financial Planning and Analysis Solutions of 2019

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  • Lisa Minneci
    Lisa Minneci

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