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Adaptive Planning
Last Updated: 2023-06-23
OfficeConnect Availability for Financial Management

OfficeConnect Availability for Financial Management

Workday introduces OfficeConnect availability for Workday Financial Management, enabling accounting, finance, and report writers to create reports with Workday data in Excel. You can use the OfficeConnect Excel Add-in to simplify how you perform ad hoc financial analysis and create financial-related reports on journal lines. With OfficeConnect you can connect directly to Workday, leveraging application security, dimensionality, and business rules such as consolidations and currency translations. Prism Analytics users can also enable additional capabilities.
You must meet certain requirements to use this feature.
Watch the video:
 3 min 30 s

Enable OfficeConnect for Workday Financial Management

Release: 2022-03-12
We now enable you to set up an OfficeConnect connection to Workday Financial Management on the OfficeConnect tab of the Tenant Setup – Financials task. This generates the API client ID and URLs that you can use to create a tenant connection to the Financials data source.
When report users log in to OfficeConnect, they can select this connection to generate financial reports.

OfficeConnect Financial Data Source

Release: 2022-03-12
We deliver a new Access Workday Financials OfficeConnect domain in the System functional area, enabling you to configure permissions for Financials in OfficeConnect configuration. When you sign in to a Workday tenant from OfficeConnect, we also now enable you to select from the Financials data source.
Selecting a data source ensures that you use the correct data model for generating reports.

Set Up Financial Reporting Data Model

Release: 2022-03-12
We deliver a new Set Up Financial Reporting and Analytics Data Model task (secured to the new Set Up: Financial Reporting and Analytics Data Model domain) that you can use to define the financial reporting data model for OfficeConnect. When you complete this task, Workday prepares the Financials data source in OfficeConnect with your financials data according to configured dimensions.
The financial reporting data model:
  • Is a curated subset of elements selected from the Workday Financial data model (FDM).
  • Determines which information from the FDM, such as which company hierarchies, ledger account hierarchies, and dimensions, is available for analyzing and reporting on in OfficeConnect.

Tenant Name in OfficeConnect Reporting Pane

Release: 2022-03-12
We now display the data source in the Reporting task pane in OfficeConnect for both Adaptive Planning and Financial Management.
Also, in OfficeConnect for Financial Management only, we prefix the data model name with the description from the Manage Tenants dialog.
This clarifies the data source and what data model they're using in OfficeConnect.