Adaptive Insights 2019.3 Release is now Live!

The Early Adopter program offers participants the opportunity to:

  • Access the new features and functionality ahead of general availability
  • Engage directly with the product management team through scheduled feedback forums
  • Learn tips and tricks to help you take advantage of the new features 
  • Contribute feedback and suggestions regarding the early adopter software and program

​​​​​​​Early Adopter Login

You will be given early access to the new release. Existing Early Adopter participants can log in with their existing credentials. Early Adopter participants who requested a demo or sandbox instance, please follow the login instructions provided in your email.

OfficeConnect Login

Best Practice: To share OfficeConnect files, make sure your whole team uses the Early Adopter versions. OfficeConnect files saved from Early Adopter versions cannot be opened in older versions of the product.

For the Early Adopter version, Excel and PowerPoint will work but Word will not. Please attend the training on Monday for details on how to use the Early Adopter version. We recommend attending the training or reviewing its recording prior to downloading the EA version. Use this link to download and install the Early Adopter version of OfficeConnect. Once installed, you will launch Native Excel to see the OfficeConnect tab in the ribbon. Login from that tab to begin using the Early Adopter version.

Excel Interface for Planning Login

Best Practice: To share Excel Interface for Planning files, make sure your whole team uses the Early Adopter versions. Excel Interface for Planning files saved from Early Adopter versions cannot be opened in older versions of the product.

Use this link to download and install the Early Adopter version of the Excel Interface for Planning. Once installed, you will see a new tab in the ribbon in Excel called “PLANNING.” Click on this tab in the ribbon to log in. Working in your model please perform your routine activities and tasks and report any feedback using the submission forms below.

Adaptive Insights 2019.3 release for early adopters is now live.

This new release expands the power of Adaptive Insights to include everyone in company-wide planning. In addition, it allows you to create compelling visual displays to give deeper context to your data, to more easily set user permissions for greater security, and much more.  

Release highlights include: 

  • Finer grained, secured access to company-wide modeling
    • With access rules, gain more control over the accounts and dimensions that users can access
    • Secure sensitive data with more control through appropriate user access
      • Access rules can significantly change how your model works. Before you request access rules, review the Transition to Access Rules article to understand the changes that occur when converting an existing instance to Access Rules. Click here to create a new feature request ticket for access rules and complete the form.
  • Enhanced interactions for ease-of-use, collaborative planning
    • Experience a fresh new look on our Sheets, making them easier and delightful to interact with (learn more)
    • Schedule snapshots of Dashboards (formerly known as Discovery) delivered directly to your stakeholders’ inbox
    • Add Text on Dashboards to provide more context to your audience
    • Log in to OfficeConnect from the ribbon within Excel to allow standard excel operations to work seamlessly with any workbook
    • Work the way you want to work—you can now open an unlimited number of workbooks in OfficeConnect
  • Enriched integration framework
    • Share structures like accounts and levels as well as plan data between Adaptive Insights planning domains. For example, automate the import of new accounts from your corporate planning domain and a subsidiary's planning domain
    • Export to any cloud system from Adaptive Insights with the Custom Cloud Loader
  • Improved experience for Workday customers (using Financial Management and/or Human Capital Management)
    • Import financial data directly from Adaptive Insights into Workday (limited availability)
    • Create and manage Adaptive Insights users from within Workday
    • Log in to OfficeConnect using your Workday credentials

More release information about the release can be found in the notes along with the training videos. 

For questions, please reach out to EarlyAdopterFeedback@adaptiveinsights.com.

​​​​​​​Providing Feedback on the New Release

As an Early Adopter program participant, you have a variety of ways to provide feedback.

Email: Leverage the form to the right.

Live Feedback Sessions: Attend any of our feedback sessions throughout Early Adopter process.

Chat on Adaptive Torchbearers: Engage in the conversation and share your insights on this release on our Torchbearers site. Adaptive Torchbearers is our VIP customer program to recognize and reward customers for helping us build better products and grow. Torchbearers provides an easy way to connect with Adaptive on a range of activities: sharing feedback, learning through webinars, participating in the Early Adopter software release programs, and more.

Help and Support

Should you need assistance at any time, Adaptive Support is here to advise you. For product use and functionality questions, please use the 'Report A Bug or Technical Issue' form on the right OR contact the Adaptive Insights support team: support@adaptiveinsights.com.

For reporting a bug, please check the requirements in the section on the right. For general questions please use the Usability Feedback & General Suggestions form on the right OR contact: EarlyAdopterFeedback@adaptiveinsights.com. For training questions, please contact Training@adaptiveinsights.com Report a Bug or Technical Issue Contact Support: If a feature doesn't work the way you expect or you're experiencing technical issues, submit the form below to contact our Support Team directly. Please provide as much information as you can. After you submit the form, you will receive an automated confirmation email with a ticket number. Our expert Support Team will respond as quickly as they are able.

Customers participating in the Early Adopter Programs:

Oct 28
OfficeConnect EA Training
Oct 29
Adaptive Insights 2019.3 Release Q&A Webinar
Nov 06
OfficeConnect 2019.3 Feedback Session
Nov 12
Adaptive Insights 2019.3 Customer Feedback Session

Feedback & Usability

To provide usability feedback and suggestions please contact EarlyAdopterFeedback@adaptiveinsights.com
To report a bug or technical issue please submit a bug report here. Please include that you are an EA customer.

Join Torchbearers

Join our customer VIP community and you’ll get privileged access to best practice resources, exclusive educational content, peer networking and more! You’ll earn points for your participation which can be redeemed for rewards like gift cards, training and user conference passes, and unique customer experiences.

Here’s how Torchbearers works:

  • We’ll give you an easy way to connect with Adaptive Insights and peers on a variety of activities such as learning webinars, sharing feedback, and more
  • Along the way there will be rewards that show our appreciation for your participation
  • We want this to be fun too, so we are using a points system as ‘currency’ for rewards

Join Today!