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Adaptive Planning
Last Updated: 2023-06-23
Link to Excel Files from an OfficeConnect Workbook

Link to Excel Files from an OfficeConnect Workbook

Question

How can I link to an excel file within an OfficeConnect Report?

Answer

There are currently two ways to do this:

1. Temporarily open the OfficeConnect report as an excel file

This option should not be used for copying OfficeConnect worksheets because copyinhg OfficeConnect worksheets in Excel will result in the copied worksheets no longer being linked to . Please leverage the
merge
functionality to copy OfficeConnect worksheets between workbooks.
1. Open the OfficeConnect file in native Excel by opening Microsoft Excel, then clicking
File > Open
and choose your OfficeConnect report..
2. Say "Yes" to the below prompt:
aoc prompt.png
3. Open the excel file that you would like to link to the report. From here you can more easily link the two files.
4. Save the OfficeConnect report (which should still have its ".xlsxai" extension).
5. Re-open the report in OfficeConnect and the excel links will remain.

2. Manual Links

1. Open the file in OfficeConnect and manually create the link.
2. You must enter the correct syntax as well as know the location of the excel file. See the below image in the formula bar for an example of this.
AOC link.png