Reference: OfficeConnect Technical Requirements

What Is ?

is a an add-in for Microsoft Office that extends your financial report building and formatting capabilities with your data in Microsoft Excel, Word, and PowerPoint.

You can drag and drop data from your online instance into Microsoft Excel to create presentation-quality reports using Excel's formatting capabilities.

For compelling executive presentations, you can link data from your report in Excel to board books and other documents in for Word, and to tables and graphs in for PowerPoint. You can automatically update these documents and presentations with a single click no copy/paste or reformatting required.

For additional product information, including the datasheet and video, visit the Reporting web page.

Types of Reports Can Create

Report Type	Description
Report formats	Matrix and presentation-quality
Financial reports	P&L, balance sheet, statement of cash flow
Actual and budget reports	Actuals, budget, forecast, and others
Board books	Word documents combining text (narrative) plus matrix reports (financial and metric results).
Executive presentations	Slide presentations for boards of directors, external and internal or executive management.

Features Supported in

Features	Description
Excel	Connect to data in Drag and drop data to existing formatted Excel reports Access accounts, versions, dimensions, and calendars in your instance Report data at the summary level (drilling to detail is an upcoming feature) Suppress zeros in rows and columns Apply dynamic level parameters and labels to your report Report on the default instance in multi-instance environments
Word	Produce board books and other documents that can be instantly updated Link named ranges in for Excel to Word tables and narrative text Instantly update financial data from to in your documents
PowerPoint	Produce executive board presentations that can be instantly updated Link named ranges in for Excel to tables and graphs in slides Instantly update data from to in your slides