Write Back from OfficeConnect to Adaptive Planning
With this release, Workday enables you to submit data edits from valid leaf-level intersections in OfficeConnect reports to Adaptive Planning.
This functionality is only available to Adaptive Planning Limited Preview customers at this time. We plan to deliver this to all customers on September 21, 2024.
Watch the video:
5m 56sBusiness Benefits
The ability to submit edits from OfficeConnect, enables you to:
- Update your planning data without leaving Excel.
- Use Excel capabilities such as formulas and copy and paste functions.
Changes
In writeback mode, you can only edit and submit changes for these supported elements:
- Accounts: Cube, Custom, GL, and Assumption.
- Levels: Leaf levels only.
- Versions: Plan versions and scenarios.
- Calendars: Default calendars only.
- Dimensions: For cube accounts all dimensions must be present.
- Attributes: Dimension attributes and corresponding dimensions must be present.
What Do I Need to Do?
You need to install the latest version of the OfficeConnect add-in. Also, you need the new
Writeback from External Sources
permission assigned.What Happens If I Do Nothing?
You'll see no changes in Adaptive Planning if you don't install the latest version of OfficeConnect.