Skip to main content
Adaptive Planning
Last Updated: 2023-06-23
Start OfficeConnect for PowerPoint

Start OfficeConnect for PowerPoint

As soon as you install OfficeConnect, the OfficeConnect for PowerPoint add-in becomes available to you.
Link tables and charts you create with Workday Adaptive Planning or Financials data in OfficeConnect for Excel to Microsoft PowerPoint slides. Present it to the board of directors or executive management. By refreshing the data in OfficeConnect for Excel, you can easily update the linked tables and charts in your presentation with new data.
Example: Change the dates in an OfficeConnect report and quickly update the links in the presentation. This saves time when preparing periodic reports.
In this section, you'll start up OfficeConnect for PowerPoint, link tables and charts from OfficeConnect for Excel in PowerPoint slides, update the existing presentation with new data, and update a presentation for the next period based on the previous links.
To start up OfficeConnect for PowerPoint:
  1. Start MS PowerPoint. From the OfficeConnect  tab, select
    Log In
    .
  2. Enter your user ID and password. If you already logged in to OfficeConnect for Excel, select
    Log In
    in PowerPoint to automatically log in. Each time you log in, OfficeConnect checks for the most recent version and updates the application as necessary. When the installation has completed successfully, OfficeConnect starts up in PowerPoint, which includes the
    OfficeConnect
    tab on the PowerPoint ribbon.
The OfficeConnect tab in PowerPoint includes just a few commands, but these provide what you need to link tables and charts into your presentations. All PowerPoint functionality is the same throughout all its tabs. When finished with OfficeConnect for PowerPoint, select
Log Out
from the
OfficeConnect
tab. If you're simultaneously signed into these other applications and you select
Log Out
in OfficeConnect for PowerPoint, the application doesn't sign you out.
  • OfficeConnect for Excel
  • Excel Interface for Planning