(4 OfficeConnect) 1. Excel Flashcards
What are the 3 basic components in OfficeConnect?
- The OfficeConnect tab in the Microsoft ribbon.
- The formulas bar.
- The reporting pane.
- The grid.
- The OfficeConnect tab in the Microsoft ribbon.
- The reporting pane.
- The grid.
What tabs does the Reporting pane consist of?
- Elements tab
- Levels tab
- Filters tab
- Review tab
- Elements tab
- Filters tab
- Review tab
In OfficeConnect, the Reporting pane lets you select foundational structural elements defined in the Adaptive Planning model, such as ___, ___, ___ and ___.
Time, accounts, levels, versions.
In OfficeConnect, the Filters tab displays any ___ that apply to the active worksheet.
Filters
The Review tab displays the elements applied to the selected row, column, or ___. It also shows the user defaults active within the workbook and the net result of the elements applied.
Cell
There are optional (configured) foundational elements that you can use but are not required components in your model. These are…
- Currencies
- Sheets
- Attributes
- Custom dimensions
- Currencies
- Attributes
- Custom dimensions
___ and ___ elements are the minimum required for a valid OfficeConnect report.
Account, time
Expanded elements to display breakdown ___.
Collapsed elements to display ___ values.
Bold and collapsed elements to a single row or column in the report. The report adds the ___ values, each to its own column, row, or cell.
Details, rollup, expanded
The recommended best practice is to apply elements to rows or columns, not cells. True or false?
True
You can apply a group of elements to a report row or column. An element group can include…
- Any grandparent element.
- Direct children of a parent element.
- Selected siblings of the same parent element.
- Direct children of a parent element.
- Selected siblings of the same parent element.
Element groups do not support children of Time elements. True or false?
True
You can add an element group as secondary elements that you apply across all the primary group members.
For example, if you are applying time to a level that is a group, you are prompted to apply it across the entire group. True or false?
True
Use Update Groups to automatically update report rows, columns, and filters with the latest changes to your model. Uses cases include…
- Adding child members to an existing ___ account.
- Removing a value from a ___.
- Reordering levels under a parent by ___ or numerical order.
- Adding a new ___ dimension.
Parent, Dimension, alphabetical, custom.
Update Groups updates the group structures across the entire workbook…
- ___ or ___rows or columns from the report.
- ___ rows or columns based on the latest element hierarchy.
- ___ add back elements that were excluded from the group before.
Adds, removes, reorders, doesn’t
When you drag and drop an element onto one or more cells, rows, or columns that already have elements, you can ___ the element or ___ the element.
Append, replace
You can remove/delete an element from an OfficeConnect report. True or false?
True (You can use native Excel features to delete columns or rows containing elements e.g. Delete or Clear Content.)
“Element defaults” are not visible on the worksheet, but they display on the Review tab. “Element defaults” affect the data and work the same as elements that you add to the worksheet. They include…
- Level displays the ___ level assignment for the active user. If multiple child levels are assigned, the default is an aggregate of those levels.
- Version displays the ___ version from the Workday Adaptive Planning model.
- Currency displays the ___ currency.
Highest, default, corporate
OfficeConnect reports follow precedence rules. The rules of precedence apply from the bottom up based on the active elements as displayed on the Review tab… User Defaults (bottom), ___, ___, Column, ___, and Cell (top).
Workbook, worksheet, Row.
Cell > Row > Columns > Worksheet > Workbooks > User Defaults.
You can set up labels that update ___ to reflect changes in a report. Once you set up labels, if you ___, ___ or ___ elements from your report, your labels update when you refresh the data.
Automatically, add, change, remove
You can suppress labels that you add manually using Excel functionality. True or false?
True (Typical examples are header labels above Adaptive Planning data or total rows below Adaptive Planning data, which you can hide when they display all zeros or blanks.)
Clear Data: This command provides a security measure that replaces any linked cells with user-defined text such as ___.
N/A
It is not necessary to highlight the number of rows or columns equal to the number of elements when applying multiple elements to an OfficeConnect report. True or false?
True. (You only need to highlight one row or column in the grid to apply an element group, versus two rows or columns when you want to apply multiple non-grouped elements.)
When you apply multiple elements to a single row, the description from the first element displays in column A, followed by an ___. You ___ modify the cell text by typing over the contents.
Ellipsis, can
You can add Adaptive Planning elements to a worksheet by…
- ___ an existing worksheet.
- Dragging and dropping from the ___ tab of the Reporting pane.
- Selecting ___ from the right-click menu.
- Using the “Apply to Selection” options on the ___ ribbon.
Copying, elements, options, OfficeConnect
