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How to get started with an OfficeConnect report

The best place to start with an OfficeConnect report is the Workbook Properties. Setting the report date from the beginning is crucial to the ongoing maintenance and usability of your report. 

We encourage our clients to set the report date to be the month at which you want to run your report for, and from there build the report around that month. For example at the time of building your report, you want to test the data for September 2023. You would

  • Set the report date to be a date within September 2023
  • Enable "Make new time elements relative to the report date"
  • Drag in September 2023 into the report. 

 Moving forward, to view the report for October 2023 the user would need to change the report date (in Workbook Properties) to be a date within October 2023. 

Watch the video below to see this in action